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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 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 24, 2025Hawaii has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 21 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 | 1003 Bishop Street, Suite 1950 Honolulu, HI, 96813 | $1,969,795,561 | 1470 | 7 | A percentage of AUM, Fixed fees |
| 2 | 111 South King Street, 4th Floor Honolulu, HI, 96813-4405 | $1,115,051,000 | 25 | 34 | A percentage of AUM |
| 3 | 900 Fort St. Mall, Ste. 1450, Honolulu, HI, 96813-3713 | $1,005,642,475 | 1401 | 19 | A percentage of AUM, Hourly charges |
| 4 | 55 Merchant Street, Suite 1500 Honolulu, HI, 96813 | $626,685,758 | 6 | 35 | A percentage of AUM, Fixed fees, Performance Based |
| 5 | 1099 Alakea Street, Suite 2510 Honolulu, HI, 96813 | $609,369,860 | 830 | 9 | A percentage of AUM, Fixed fees |
| 6 | 2270 Kalakaua Avenue, Suite 1788 Honolulu, HI, 96815-2519 | $474,526,720 | 9 | 8 | A percentage of AUM, Performance Based |
| 7 | 615 Piikoi, Suite 812 Honolulu, HI, 96814 | $379,516,077 | 1532 | 8 | A percentage of AUM, Hourly charges |
| 8 | 130 Merchant Street, Cc #475 Honolulu, HI, 96813 | $343,717,362 | 1202 | 37 | A percentage of AUM |
| 9 | 1001 Bishop Street, Suite 1090 Honolulu, HI, 96813 | $279,478,877 | 307 | 4 | A percentage of AUM |
| 10 | 1950 Young Street Suite 288, Honolulu, HI, 96826-2150 | $241,801,165 | 1456 | 6 | A percentage of AUM, Commission Based |
| 11 | First Hawaiian Center, 999 Bishop Street, 25th Floor Honolulu, HI, 96813 | $217,037,981 | 1 | 12 | A percentage of AUM |
| 12 | 1188 Bishop Street, Suite 1808 Honolulu, HI, 96813 | $198,409,109 | 642 | 2 | A percentage of AUM, Hourly charges, Fixed fees |
| 13 | 4211 Waialae Ave, Suite 407, Honolulu, HI, 96816 | $175,229,524 | 163 | 2 | A percentage of AUM |
| 14 | 400 Hobron Lane, Suite 3709 Honolulu, HI, 96815 | $163,592,887 | 1 | 1 | A percentage of AUM, Performance Based |
| 15 | 1003 Bishop Street Suite 1820, Honolulu, HI, 96813 | $155,424,548 | 292 | 3 | A percentage of AUM |
Information on Top Retirement Planning firms in Hawaii
QualificationsFirm CRD# 152116
Assets Under Management $1,969,795,561
No. Of Clients1470
Clients Per Financial Advisor210
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 1470 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
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 112324
Assets Under Management $1,115,051,000
No. Of Clients25
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 25 clients. The team consists of 34 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 companies
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 108135
Assets Under Management $1,005,642,475
No. Of Clients1401
Clients Per Financial Advisor74
CADINHA & CO LLC 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 1401 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other (CONSULTING)
QualificationsFirm CRD# 310217
Assets Under Management $626,685,758
No. Of Clients6
Clients Per Financial Advisor0
TRINITY FUND ADVISORS LLC is a financial advisory firm situated in Honolulu, Hawaii. With a nearly $627M assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 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
- Fixed fees
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 135701
Assets Under Management $609,369,860
No. Of Clients830
Clients Per Financial Advisor92
THE RICE PARTNERSHIP, LLC is a financial advisory firm situated in Honolulu, Hawaii. With a nearly $609M assets under management, the firm specializes in crafting personalized retirement planning solutions for 830 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
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Education seminars/workshops
- Other (ADMINSTRATIVE SERVICES)
QualificationsFirm CRD# 291612
Assets Under Management $474,526,720
No. Of Clients9
Clients Per Financial Advisor1
BLACKSAND CAPITAL, LLC is a financial advisory firm situated in Honolulu, Hawaii. With a nearly $475M assets under management, the firm specializes in crafting personalized retirement planning solutions for 9 clients. The team consists of 8 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 vehicles
QualificationsFirm CRD# 169423
Assets Under Management $379,516,077
No. Of Clients1532
Clients Per Financial Advisor192
MOSAIC PACIFIC INVESTMENT ADVISORS is a financial advisory firm situated in Honolulu, Hawaii. With a nearly $380M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1532 clients. The team consists of 8 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 services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 29280
Assets Under Management $343,717,362
No. Of Clients1202
Clients Per Financial Advisor32
BANKOH ADVISORS is a financial advisory firm situated in Honolulu, Hawaii. With a nearly $344M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1202 clients. The team consists of 37 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 312435
Assets Under Management $279,478,877
No. Of Clients307
Clients Per Financial Advisor77
REGENCY CAPITAL MANAGEMENT INC. is a financial advisory firm situated in Honolulu, Hawaii. With a nearly $279M assets under management, the firm specializes in crafting personalized retirement planning solutions for 307 clients. The team consists of 4 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 136984
Assets Under Management $241,801,165
No. Of Clients1456
Clients Per Financial Advisor243
YIM INVESTMENT MANAGEMENT, LLC is a financial advisory firm situated in Honolulu, Hawaii. With a nearly $242M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1456 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
- Commission Based
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Publication of periodicals and newsletters
- Education seminars/workshops
QualificationsFirm CRD# 108042
Assets Under Management $217,037,981
No. Of Clients1
Clients Per Financial Advisor0
BISHOP STREET CAPITAL MANAGEMENT is a financial advisory firm situated in Honolulu, Hawaii. With a nearly $217M 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 companies
QualificationsFirm CRD# 118957
Assets Under Management $198,409,109
No. Of Clients642
Clients Per Financial Advisor321
ANDREWS ADVISORY ASSOCIATES, LLC is a financial advisory firm situated in Honolulu, Hawaii. With a nearly $198M assets under management, the firm specializes in crafting personalized retirement planning solutions for 642 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 services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
QualificationsFirm CRD# 108564
Assets Under Management $175,229,524
No. Of Clients163
Clients Per Financial Advisor82
KAHALA FINANCIAL ADVISORS, LLC is a financial advisory firm situated in Honolulu, Hawaii. With a nearly $175M assets under management, the firm specializes in crafting personalized retirement planning solutions for 163 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 services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 322801
Assets Under Management $163,592,887
No. Of Clients1
Clients Per Financial Advisor1
SONIC GP LLC is a financial advisory firm situated in Honolulu, Hawaii. With a nearly $164M 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 vehicles
QualificationsFirm CRD# 143654
Assets Under Management $155,424,548
No. Of Clients292
Clients Per Financial Advisor97
KOBO WEALTH CONSERVANCY is a financial advisory firm situated in Honolulu, Hawaii. With a nearly $155M assets under management, the firm specializes in crafting personalized retirement planning solutions for 292 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
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
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