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Find Retirement Advisors for Retirement Planning in Hawaii
While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and can seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:
1. Is it the right time to retire?
2. Will I be able to lead a decent lifestyle with my current savings?
3. How much money should I withdraw from my investments so that I have enough money left in my account?
4. How to handle my 401k rollover and IRA?
A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.
Among the top retirement financial planners in Hawaii, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.
Finding the Best Retirement Planners in Hawaii
Last Updated - April 20, 2024Hawaii has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 20 non-vetted advisors in your local area. These retirement advisors in Hawaii have an average of 9 years of experience.
HELP ME FIND MY PLANNER
List of Qualified Retirement Planning Advisors in Hawaii
VERIFIEDGeoffrey Hemenway
Hemenway Financial Services
Qualifications
CRD# 6382170
Firm CRD# 6413
Series 6, 7, 63, 65
Minimum Assets Required
Not Specified
Advisory Services:
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.
Compensation/Fee
Fee-Based, Hourly, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Hawaii (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | CKW FINANCIAL GROUP, LLC 1003 Bishop Street, Suite 1950 Honolulu, HI, 96813 | $1,661,270,510 | 1587 | 9 | A Percentage of AUM, Fixed Fees |
| 2 | ASSET MANAGEMENT GROUP OF BANK OF HAWAII 111 South King Street, 4th Floor Honolulu, HI, 96813-4405 | $1,146,955,000 | 27 | 30 | A Percentage of AUM |
| 3 | CADINHA & CO LLC 900 Fort St. Mall, Ste. 1450, Honolulu, HI, 96813-3713 | $931,260,170 | 1374 | 19 | A Percentage of AUM, Hourly charges |
| 4 | TRINITY FUND ADVISORS LLC 55 Merchant Street, Suite 1500 Honolulu, HI, 96813 | $609,870,822 | 6 | 31 | A Percentage of AUM, Fixed Fees, Performance Based |
| 5 | BLACKSAND CAPITAL, LLC 2270 Kalakaua Avenue, Suite 1788 Honolulu, HI, 96815-2519 | $499,614,568 | 9 | 7 | A Percentage of AUM, Performance Based |
| 6 | THE RICE PARTNERSHIP, LLC 1099 Alakea Street, Suite 2510 Honolulu, HI, 96813 | $499,178,924 | 735 | 7 | A Percentage of AUM, Fixed Fees |
| 7 | LEE FINANCIAL GROUP HAWAII, INC. 3113 Olu Street, Honolulu, HI, 96816-1425 | $334,649,839 | 1329 | 10 | A Percentage of AUM, Fixed Fees, Commission Based |
| 8 | BANKOH ADVISORS 130 Merchant Street, Cc #475 Honolulu, HI, 96813 | $318,211,078 | 1177 | 35 | A Percentage of AUM |
| 9 | REGENCY CAPITAL MANAGEMENT INC. 1001 Bishop Street, Suite 1090 Honolulu, HI, 96813 | $246,814,795 | 243 | 5 | A Percentage of AUM |
| 10 | BISHOP STREET CAPITAL MANAGEMENT First Hawaiian Center, 999 Bishop Street, Suite 2806 Honolulu, HI, 96813 | $227,476,598 | 1 | 12 | A Percentage of AUM |
| 11 | SONIC GP LLC 400 Hobron Lane, Suite 3709, Honolulu, HI, 96815 | $190,080,147 | 1 | 1 | A Percentage of AUM, Performance Based |
| 12 | YIM INVESTMENT MANAGEMENT, LLC 1950 Young Street Suite 288, Honolulu, HI, 96826-2150 | $182,288,971 | 1422 | 3 | A Percentage of AUM, Commission Based |
| 13 | ANDREWS ADVISORY ASSOCIATES, LLC 1188 Bishop Street, Suite 1808 Honolulu, HI, 96813 | $156,289,664 | 230 | 2 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 14 | KAHALA FINANCIAL ADVISORS, LLC 4211 Waialae Ave, Suite 407, Honolulu, HI, 96816 | $146,704,764 | 166 | 2 | A Percentage of AUM |
| 15 | SHIRAISHI FINANCIAL GROUP ADVISORS 1585 Kapiolani Blvd., Suite 928 Honolulu, HI, 96814 | $132,506,911 | 1232 | 6 | A Percentage of AUM, Fixed Fees, Other (REFERRAL FEES FROM THIRD-PARTY INVESTMENT ADVISERS) |
Information on Top Retirement Planning firms in Hawaii
QualificationsFirm CRD# 152116
Assets Under Management $1,661,270,510
No. Of Clients1587
Clients Per Financial Advisor176
CKW FINANCIAL GROUP, LLC is a financial advisory firm situated in Honolulu, Hawaii. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1587 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 112324
Assets Under Management $1,146,955,000
No. Of Clients27
Clients Per Financial Advisor1
ASSET MANAGEMENT GROUP OF BANK OF HAWAII is a financial advisory firm situated in Honolulu, Hawaii. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 27 clients. The team consists of 30 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Portfolio Management for Investment
- Portfolio Management for Business
QualificationsFirm CRD# 108135
Assets Under Management $931,260,170
No. Of Clients1374
Clients Per Financial Advisor72
CADINHA & CO LLC is a financial advisory firm situated in Honolulu, Hawaii. With a nearly $931M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1374 clients. The team consists of 19 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 310217
Assets Under Management $609,870,822
No. Of Clients6
Clients Per Financial Advisor0
TRINITY FUND ADVISORS LLC is a financial advisory firm situated in Honolulu, Hawaii. With a nearly $610M assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 clients. The team consists of 31 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 291612
Assets Under Management $499,614,568
No. Of Clients9
Clients Per Financial Advisor1
BLACKSAND CAPITAL, LLC is a financial advisory firm situated in Honolulu, Hawaii. With a nearly $500M assets under management, the firm specializes in crafting personalized retirement planning solutions for 9 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 135701
Assets Under Management $499,178,924
No. Of Clients735
Clients Per Financial Advisor105
THE RICE PARTNERSHIP, LLC is a financial advisory firm situated in Honolulu, Hawaii. With a nearly $499M assets under management, the firm specializes in crafting personalized retirement planning solutions for 735 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 104781
Assets Under Management $334,649,839
No. Of Clients1329
Clients Per Financial Advisor133
LEE FINANCIAL GROUP HAWAII, INC. is a financial advisory firm situated in Honolulu, Hawaii. With a nearly $335M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1329 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Commission Based
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for Business
- Selection of Other Advisors
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
QualificationsFirm CRD# 29280
Assets Under Management $318,211,078
No. Of Clients1177
Clients Per Financial Advisor34
BANKOH ADVISORS is a financial advisory firm situated in Honolulu, Hawaii. With a nearly $318M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1177 clients. The team consists of 35 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 312435
Assets Under Management $246,814,795
No. Of Clients243
Clients Per Financial Advisor49
REGENCY CAPITAL MANAGEMENT INC. is a financial advisory firm situated in Honolulu, Hawaii. With a nearly $247M assets under management, the firm specializes in crafting personalized retirement planning solutions for 243 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 108042
Assets Under Management $227,476,598
No. Of Clients1
Clients Per Financial Advisor0
BISHOP STREET CAPITAL MANAGEMENT is a financial advisory firm situated in Honolulu, Hawaii. With a nearly $227M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Portfolio Management for Investment
QualificationsFirm CRD# 322801
Assets Under Management $190,080,147
No. Of Clients1
Clients Per Financial Advisor1
SONIC GP LLC is a financial advisory firm situated in Honolulu, Hawaii. With a nearly $190M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 136984
Assets Under Management $182,288,971
No. Of Clients1422
Clients Per Financial Advisor474
YIM INVESTMENT MANAGEMENT, LLC is a financial advisory firm situated in Honolulu, Hawaii. With a nearly $182M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1422 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Commission Based
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
QualificationsFirm CRD# 118957
Assets Under Management $156,289,664
No. Of Clients230
Clients Per Financial Advisor115
ANDREWS ADVISORY ASSOCIATES, LLC is a financial advisory firm situated in Honolulu, Hawaii. With a nearly $156M assets under management, the firm specializes in crafting personalized retirement planning solutions for 230 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
QualificationsFirm CRD# 108564
Assets Under Management $146,704,764
No. Of Clients166
Clients Per Financial Advisor83
KAHALA FINANCIAL ADVISORS, LLC is a financial advisory firm situated in Honolulu, Hawaii. With a nearly $147M assets under management, the firm specializes in crafting personalized retirement planning solutions for 166 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
QualificationsFirm CRD# 168645
Assets Under Management $132,506,911
No. Of Clients1232
Clients Per Financial Advisor205
SHIRAISHI FINANCIAL GROUP ADVISORS is a financial advisory firm situated in Honolulu, Hawaii. With a nearly $133M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1232 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Other (REFERRAL FEES FROM THIRD-PARTY INVESTMENT ADVISERS)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
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