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Find the Best Financial Advisors in Hawaii

A densely populated state like Hawaii has different types of experienced & certified financial advisors such as fiduciary financial advisors and fee only financial planners making it challenging for you to choose the one that may perfectly meet your financial situation and needs. WiserAdvisor has pre-qualified and selected some of the top qualified financial advisors, independent certified financial planners, financial advisory firms & associations in Hawaii and has listed them below with their details such as qualifications, service offerings, and other important information that you could use while searching for financial advisors to best suit your financial and investment goals. Please note that the list of financial advisors mentioned below does not include all vetted advisors as some have not been listed as per their request. They may be available when you use our free match tool to compare up-to 3 financial advisors if they match your specific requirements and preferences.

Finding the Top Financial Advisor in Hawaii

Last Updated - February 25, 2024

Hawaii has 2 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Hawaii have an average of 14 years of experience.

NOTE: The list of vetted financial advisors in Hawaii mentioned below does not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Hawaii.

List of Qualified Financial Advisors in Hawaii

Financial Advisor Experience AUM Minimum Assets Fee Structure
Geoffrey Hemenway
45-621 Halekou Rd,
Kaneohe, HI 96744
9 Years $37,000,000 Not Specified Fee-Based
Pearl Martin Hebert
725 Kapiolani Blvd,
Suite C-208,
Honolulu, HI 96813
20 Years Not Specified $50,000 Not Specified

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Information on Qualified Financial Advisors in Hawaii

Qualifications CRD# 6382170
Firm CRD# 6413
Series 6, 7, 63, 65

Compensation/Fee Fee-Based, Hourly, Based on Assets

Office Location 45-621 Halekou Rd,
Phone Number 808-736-0031

Geoffrey J. Hemenway is an Financial Advisor and Financial Planner. He joined Hemenway Financial Services in 2014. In 2020, Geoff purchased Hemenway Financial Services from his late grandfather, Joseph Hemenway. Geoff is passionate about helping individuals and families to plan and work toward their unique goals as they approach and enjoy retirement (or as he likes to call it - Financial Independence). Geoff proudly has a Bachelor of Science degree from Creighton University. He enjoys spending time with his wife, Shannon, and son, Joseph, along with friends and family. He is also a big sports fan and enjoys traveling

About Hemenway Financial Services

Hemenway Financial Services

Since 1986, Hemenway Associates, Inc. has provided a comprehensive offering of wealth management, tax, and accounting services to clients throughout Omaha, Nebraska and its surrounding cities. Our firm was founded by Joseph Hemenway with the desire to serve the extensive tax and accounting needs of both individuals and business owners. While our team has grown and our services have expanded to include wealth management, our mission has remained the same and now offer both under the name of Hemenway Financial Services. We seek to provide accurate, useful information to our clients regarding their current financial situation, which will enable them to react to current business and personal needs while planning for future growth and requirements. Today, we offer in-depth services, from retirement and estate planning to bookkeeping and IRS representation. In all that we do, we are dedicated to upholding our key principles: Our team will always consist of talented professionals dedicated to providing quality services to our clients. We tailor our services to our clients individual needs. We communicate with our clients frequently to foster a better understanding of both the clients expectations and needs. We are here to help our clients implement solutions to their problems by providing the information, tools, and technology needed. We are proactive in informing our clients of changing regulations and tax laws, allowing them to best anticipate the effects these changes will have on their bottom line. We protect the confidentiality of our clients financial information.

Advisory Services Provided:

Financial Planning, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services, Insurance Products & Annuities

Qualifications CRD# 4645598
Firm CRD# 30833
Series 6, 26, 63, 65

Compensation/Fee Commissions, Flat Fee, Based on Assets

Office Location 725 Kapiolani Blvd,
Suite C-208,
Phone Number 808-371-3785

Pearl M Hebert is a highly knowledgeable and accomplished female financial advisor with a passion for helping individuals and families achieve their financial goals. With decades of experience in the industry, she has developed a deep understanding of various aspects of personal finance, including investments, retirement planning, estate planning, and risk assessment. She is also proficient in working with federal employees and has provided educational workshops for various federal agencies in Hawaii. Throughout her career, Pearl has worked with clients from diverse backgrounds, providing them with tailored solutions and empowering them to make informed decisions about their financial future. Her approach is centered around building strong and trusting relationships with her clients, ensuring that their unique needs and aspirations remain at the forefront of every financial plan she creates.

About Wealth Planning Hawaii

Wealth Planning Hawaii

At Wealth Planning Hawaii, we understand that each client has unique financial needs and aspirations. We believe in active listening and understanding our clients' unique circumstances, risk tolerance, and financial objectives. By taking a holistic approach and developing customized solutions, we strive to exceed our clients' expectations and deliver exceptional results. Our team of experienced professionals brings together expertise in various domains, including wealth management, investment advisory, financial planning, and risk management. With a deep understanding of market trends, regulatory frameworks, and industry dynamics, we offer tailored strategies and personalized guidance to optimize financial outcomes

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities

Customer Reviews

The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.

Top Financial Advisor Firms in Hawaii (Ranked by AUM)

Firm Name No. of Advisors No. of Clients AUM Fee Structure
1003 Bishop Street, Suite 1950, Honolulu, HI 96813
9 1587 $1,661,270,510
A Percentage of AUM, Fixed Fees
111 South King Street, 4th Floor, Honolulu, HI 96813-4405
30 27 $1,146,955,000
A Percentage of AUM
900 Fort St. Mall, Ste. 1450, Honolulu, HI 96813-3713
19 1374 $931,260,170
A Percentage of AUM, Hourly charges
55 Merchant Street, Suite 1500, Honolulu, HI 96813
31 6 $609,870,822
A Percentage of AUM, Fixed Fees, Performance Based
2270 Kalakaua Avenue, Suite 1788, Honolulu, HI 96815-2519
7 9 $499,614,568
A Percentage of AUM, Performance Based
1099 Alakea Street, Suite 2510, Honolulu, HI 96813
7 735 $499,178,924
A Percentage of AUM, Fixed Fees
3113 Olu Street, Honolulu, HI 96816-1425
10 1329 $334,649,839
A Percentage of AUM, Fixed Fees, Commission Based
130 Merchant Street, Cc #475, Honolulu, HI 96813
35 1177 $318,211,078
A Percentage of AUM
1001 Bishop Street, Suite 1090, Honolulu, HI 96813
5 243 $246,814,795
A Percentage of AUM
First Hawaiian Center, 999 Bishop Street, Suite 2806, Honolulu, HI 96813
12 1 $227,476,598
A Percentage of AUM
400 Hobron Lane, Suite 3709, Honolulu, HI 96815
1 1 $190,080,147
A Percentage of AUM, Performance Based
1950 Young Street Suite 288, Honolulu, HI 96826-2150
3 1422 $182,288,971
A Percentage of AUM, Commission Based
1188 Bishop Street, Suite 1808, Honolulu, HI 96813
2 230 $156,289,664
A Percentage of AUM, Hourly charges, Fixed Fees
4211 Waialae Ave, Suite 407, Honolulu, HI 96816
2 166 $146,704,764
A Percentage of AUM
1585 Kapiolani Blvd., Suite 928, Honolulu, HI 96814
6 1232 $132,506,911

    Select other cities in Hawaii to broaden your search for a financial advisor

    Frequently Asked Questions

    A financial advisor is a professional providing financial services to clients based on their specific circumstances and financial goals. These services may include specialized guidance and advice on various financial matters, such as financial planning, creating investment strategies, wealth management, retirement planning, and more. To further explore how financial advisors listed on our directory for the state of Hawaii can support you, learn more about the different types of financial advisors and their areas of expertise.

    The common fees and fee structure you can expect from a financial advisor in Hawaii can vary depending on the type of advisor and the services they provide. Some advisors can charge a fee only on a percentage of assets under management, or an hourly rate for their services. Alternatively, some advisors use a combination of commissions and fees or solely earn commissions by selling financial products. It's important to make sure you understand the fee structure of your financial advisor to ensure transparency and manage potential conflicts of interest. To learn more about the fees an advisor may charge for their services, explore the costs of hiring a financial advisor.

    Yes, there are financial advisors in Hawaii who specialize in retirement planning for state-specific pension plans. These advisors have a deep understanding of the retirement benefits offered by the state and can help you navigate the complex rules and regulations associated with these plans. They can provide guidance on optimizing your pension benefits, and retirement income strategies and coordinating them with other sources of retirement income. However, the WiserAdvisor directory for the state of Hawaii may not include advisors who specialize in providing retirement planning services for state-specific pension plans. In the Advisory Services Provided" section, you will be able to confirm if retirement planning is among the services an advisor offers.

    When choosing a financial advisor in Hawaii, it's important to consider their credentials, experience, and track record. Look for advisors who are registered with the Securities and Exchange Commission (SEC) or the Financial Industry Regulatory Authority (FINRA). You can also research their background and any disciplinary history on the SEC or FINRA BrokerCheck websites. Additionally, consider meeting with multiple advisors to compare their services, fees, and investment strategies to ensure they align with your financial goals. For a streamlined approach, we suggest using the free financial advisor match tool to find and compare vetted advisors in Hawaii, specifically tailored to your financial needs.

    Yes, a financial advisor in Hawaii can provide guidance on insurance coverage specific to the state's natural disaster risks, such as hurricanes. They can help individuals and businesses understand the types of insurance policies available, such as homeowners' insurance, business insurance, and flood insurance, that may be necessary to protect against potential damages caused by hurricanes and other natural disasters. These advisors can also assist in evaluating coverage options, calculating appropriate coverage amounts, and ensuring that clients are adequately prepared for potential financial risks associated with such disasters. To learn more, explore what a financial advisor can do for you.

    Yes, there are financial advisors in Hawaii who are knowledgeable about socially responsible or sustainable investing. These advisors understand the growing interest in investing with environmental, social, and governance (ESG) factors in mind. When choosing a financial advisor who specializes in socially responsible investing, it may be wise to search for advisors who are members of organizations like the Sustainable Investment Professional Certification (SIPC) or the US SIF: The Forum for Sustainable and Responsible Investment. To further understand a financial advisor's approach to socially responsible investing, consider using the following 6 Questions On Sustainable Investing That You Should Ask Your Financial Advisor.

    There are multiple benefits to hiring a financial advisor in Hawaii. As a client, you can gain some peace of mind knowing you're making informed financial decisions due to your advisor's knowledge and years of relevant experience working with Hawaii residents. A financial advisor can also potentially minimize investment risks and lead to more returns on your investments. Additionally, an advisor will review your investments regularly and provide ongoing support to help you stay on track toward your financial goals. To learn more, read The Benefits Of Working With A Financial Advisor.

    Yes, a financial advisor in Hawaii can provide guidance on local tax strategies and exemptions unique to the state. Hawaii has its own state tax laws and regulations, including income tax, property tax, and other local taxes. A knowledgeable financial advisor in Hawaii can help individuals and businesses navigate these specific tax requirements, identify potential tax-saving opportunities, and ensure compliance with local tax laws. To learn more, read How Can A Financial Advisor Help You Manage Your Finances?

    Yes, a financial advisor in Hawaii can help you plan for your children's education expenses by analyzing your finances, setting savings goals, and recommending investment strategies. They can provide guidance on college savings plans, help navigate financial aid options, and offer insights on the tax implications of education expenses. To learn more about effective ways to plan for your child's education, continue reading about the best approaches to prepare for your child's college journey.

    Financial advisors in Hawaii specialize in services for small business owners and entrepreneurs, offering tailored solutions such as business financial planning, tax strategies, retirement planning, succession planning, and customized investment advice to meet local financial needs. They assist with navigating local tax laws, uncovering tax incentives, and supporting informed financial decisions for business growth and protection. Moreover, their expertise in Hawaii's business landscape provides valuable insights into the financial challenges and opportunities specific to the state. If you find yourself uncertain about the need for services tailored to entrepreneurs, read Do You Need a Financial Advisor as a Small Business Owner?

    Yes, a financial advisor in Hawaii can assist with philanthropic planning and charitable giving. They can help you develop a philanthropic strategy that aligns with your values and financial goals, as well as provide guidance on charitable giving options, such as establishing a donor-advised fund or creating a charitable trust. An advisor can also help you incorporate charitable planning into your overall financial plan and provide guidance on selecting the right charities to support. To learn more about how an advisor can assist you, read more about Charitable Planning Strategies.

    How often you should meet with your financial advisor in Hawaii may depend on your specific financial situation and goals. For complex finances, you may need to meet with your financial advisor weekly or monthly, while for those with regular income and simpler investments, quarterly or annual meetings may be enough. Your advisor can assist in determining the suitable meeting frequency based on your circumstances. Read on to learn more about how often you should meet with your advisor.

    A financial advisor in Hawaii can assist with retirement planning by assessing your current financial situation, including income, expenses, assets, and liabilities, to determine your retirement goals and estimate the amount of savings required. They can then develop a personalized retirement plan tailored to your specific needs, considering factors like your desired retirement age, lifestyle expectations, and risk tolerance. Advisors can help you choose appropriate retirement accounts, such as IRAs or 401(k)s, and guide you in making investment decisions to grow your retirement savings. They can also analyze your Social Security benefits and provide the guidance you need for a successful retirement. If you are seeking to learn more about how a financial advisor can help you secure your financial future in retirement, learn more about why you should hire a retirement advisor.

    Financial advisors in Hawaii may recommend several strategies for retirement planning to ensure a secure future. These strategies may include:

    Diversified Investments: Advisors suggest diversifying your investment portfolio to manage risk and maximize returns.

    Regular Contributions: Consistently contribute to retirement accounts, such as 401(k)s or IRAs, to build a substantial retirement nest egg.

    Tax-Efficient Withdrawals: Plan for tax-efficient withdrawals during retirement by understanding the tax implications of different retirement accounts.

    Asset Allocation: Advisors help determine the right mix of assets based on your risk tolerance and retirement goals.

    Social Security Optimization: Advisors can assist in optimizing your Social Security benefits for maximum lifetime income.

    To ensure you are making an informed decision to secure your future in retirement, explore the ten retirement investment strategies you need to know.