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2024

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Best Financial Advisors in Honolulu, HI

Our Recommended Top 17

We did the research for you!

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Our goal is to connect people with the best local professionals. We scored Honolulu Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

102Reviewed

68Curated

17Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Honolulu, HI
Free Consultation

Expertise.com Rating

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Honolulu, HI

Expertise.com Rating

Why choose this provider?

Need help contacting a Financial Advisor in Honolulu? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

677 Ala Moana Boulevard, Honolulu, HI 96813

Expertise.com Rating

Why choose this provider?

Financial Planning Hawaii is a Honolulu-based firm that offers comprehensive and personalized investment and financial planning guidance to individuals and families. Its integrated approach to financial planning involves organizing, centralizing, monitoring, and maintaining all aspects of each client's financial life through the use of a client-facing software. Its founder, John Robinson, has been a financial advisor since 1989 and has twice been on Investopedia's list of the Top 100 Most Influential Financial Advisors in the country.

  • Certified Financial Planner (CFP)

1712 North King Street, Honolulu, HI 96819

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Why choose this provider?

Financial Architects of Hawaii, LLC, has been providing personalized financial services to individuals, families, and businesses in Honolulu for more than 40 years. The firm assists clients in managing their cash flow and educating them on investment strategies. It also helps in securing retirement and college savings plans. In addition, it handles different kinds of insurance solutions to personal, life, and liability needs. Morris Kunita, one of the firm's financial advisors, holds a series of FINRA registrations.

  • Retirement Planning
  • Insurance Products

1003 Bishop Street, Honolulu, HI 96813

Expertise.com Rating

Review Sources

Yelp
5.0 (5)

Why choose this provider?

With several branches in different states, AIO Financial offers financial services in Honolulu. Its advisors offer comprehensive financial planning such as insurance analysis, impact investing, investment management, and retirement planning. It also offers ex-pat financial planning for US citizens living abroad. Bill hosts the AIO Financial Podcast & Blog that tackles different topics such as investment impact evaluation. He is also the author of “Sustainable, Responsible, Impact Investing Guide.” Bill is fluent in speaking both English and Spanish.

555 Paakiki Place, Kailua, HI 96734

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Why choose this provider?

Pathfinder Financial Services is a Kailua-based fiduciary firm that serves the Honolulu area. Covered in its line of services is investment supervision which involves managing risks within a certain time frame. In addition, through its Discover/Decide/Do service, the firm assists clients undergoing life transitions that concern receiving an inheritance, selling a business, or retiring. Pathfinder Financial Services was founded in 2003 by David Jacobs, a CFP and NAPFA University founding member who spent two decades in the field of computer research.

  • Certified Financial Planner (CFP)
  • Retirement Planning

1099 Alakea Street, Honolulu, HI 96813

Expertise.com Rating

Why choose this provider?

Ark Wealth Advisory Group provides services to clients in Honolulu. It offers financial planning and wealth management services that help individuals understand and preserve their finances. It also caters to clients who want to construct their portfolio, determine their wealth's risk, and establish investment goals. The company's senior vice president, Michael Ark, has been in the industry since 1984. Ark also supports the American Cancer Society, Red Cross, and the Institute for Human Services, Hawaiian Humane Society.

  • Estate Planning
  • Retirement Planning
  • Insurance Products

1003 Bishop Street, Honolulu, HI 96813

Why choose this provider?

Retirement Partners of Hawaii serves employers, plan sponsors, and employees in Honolulu. The firm offers fiduciary guidance and financial wellness programs. It assists clients in choosing service providers and aids them in developing financial steps that are appropriate for their employees' retirement investment plans. The team of financial advisors directs its services to law firms, credit unions, and construction companies. Ken Kaneshiro and Michael Tokushige are managing partners at the firm. They lead a group of LPL financial advisors.

  • Retirement Planning

615 Piikoi Street, Honolulu, HI 96814

Expertise.com Rating

Review Sources

Google
5.0 (2)

Why choose this provider?

Coda Financial Group is a financial planning firm that serves clients throughout the Honolulu area. It assists clients in managing the four areas of their financial opportunities, namely their wealth, estate, taxes, and risks. It guides clients in creating sustainable retirement income plans and inheritance plans and utilizing tax-advantaged programs. It also helps them assess their life insurance needs and long-term care plans. Edward Coda, principal of the firm, has worked in the financial service business since 1986 and is a Certified Financial Planner.

  • Certified Financial Planner (CFP)

615 Piikoi Street, Honolulu, HI 96814

Expertise.com Rating

Review Sources

Yelp
4.0 (5)
Google
5.0 (1)

Why choose this provider?

Mosaic Pacific Investment Advisors is a firm that serves Honolulu. It assists clients in opening accounts with Custodians such as TD Ameritrade or Charles Schwab, portfolio management, and asset transfer. The firm also helps clients with investment products such as mutual funds, bonds, stocks, and UITs. It acts as an ERISA 3(38) Investment Manager for company 403(b) or 401(k) retirement plans. The firm's chief investment strategist, Cory Michael Nakamura, is a Chartered Financial Analyst and a Certified Financial Planner.

  • Certified Financial Planner (CFP)
  • Retirement Planning

500 Ala Moana Boulevard, Honolulu, HI 96813

Expertise.com Rating

Review Sources

Yelp
4.0 (5)

Why choose this provider?

Island Wealth Management is an investment management firm that serves individuals, small businesses, and island families. The firm develops financial plans for clients that are appropriate for their needs and requests. It gathers financial data and goals from clients and provides them analyses and evaluations. The team of financial advisors proffers recommendations and encourages the implementation of the plans. The Honolulu-based firm delivers options that include retirement and retirement income planning, wealth transfer strategies, risk management, and asset management.

  • Certified Financial Planner (CFP)

1003 Bishop Street, Suite 2620, Honolulu, HI 96813

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Why choose this provider?

Founded in 1987, CMR Financial Advisors provide financial planning solutions to various clients in Honolulu and the neighboring areas. Its services include retirement planning, investment planning, tax planning, and estate planning to assist clients in achieving their long-term financial goals. The firm also employs its proprietary Wealth With Simplicity process, in which personalized financial plans and investment strategies are used to monitor clients' finances. Its CEO, Cliff M. Robello, is a Certified Financial Planner and a member of the Financial Planning Association and the Hawaii Estate Planning Council.

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

201 Merchant Street, Honolulu, HI 96813

Expertise.com Rating

Why choose this provider?

Hawaii Partners 3D Wealth Advisors has been serving retirees, residents, and investors throughout the metro area of Honolulu for more than 10 years. The firm provides various financial services, such as investment strategies, wealth management, financial planning, and tax strategies. Its team of fiduciary advisors assists and guides clients throughout their financial decision-making. Its founder and an estate planning attorney, Michelle Tucker, has been in the industry for over 30 years. Moreover, Hawaii Partners 3D Wealth Advisors partnered with Chicago Partners Wealth Advisors in 2020.

  • Certified Financial Planner (CFP)

745 Fort Street, Honolulu, HI 96813

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Hawaii Financial Advisors, Inc., is a team of retirement planning professionals who serve the Honolulu area. Whether clients prioritize future financial stability, children's higher education, or charitable donations, the team creates investment strategies that take into account clients' risk tolerance and long-term goals. In addition to development, it handles the implementation and adjustment phases of the financial planning process. Company owner Tim Geary, who has more than 35 years of industry experience, discussed the importance of building retirement income avenues on Forbes Magazine.

  • Retirement Planning

1585 Kapiolani Boulevard, Honolulu, HI 96814

Expertise.com Rating

Why choose this provider?

Alan Nishimoto, CFP, is a financial advisor associated with Securities America, serving the Honolulu community and nearby metros. He focuses on helping clients make financial plans, find investment solutions, and choose ideal insurance options. He also provides assistance in various areas, including 401(k) and 403(b) planning, fixed annuities, IRAs, and government securities. Alan has been in the financial services industry for more than 35 years. He specializes in breaking down complex issues and developing strategies that allow clients to achieve their goals.

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

900 Fort Street Mall, Honolulu, HI 96813

Expertise.com Rating

Review Sources

Facebook
5.0 (5)

Why choose this provider?

Cadinha & Co is a financial advisory company providing services to clients in Honolulu and the surrounding areas. It offers beyond investment management program that helps individuals plan their finances before or during retirement, private family business transitions, and charitable gifting programs. It also provides succession, ownership positions, and estate planning services. Cadinha & Co has been operating in the industry for more than 40 years. Founder, chairman, and chief strategist Harlan J. Cadinha was born in Maui and raised in the spirit of ohana, meaning family, which is why the company treats clients like family.

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

677 Ala Moana Boulevard, Honolulu, HI 96813

Expertise.com Rating

Review Sources

Facebook
5.0 (7)
Yelp
4.0 (4)

Why choose this provider?

WestPac Wealth Partners is a privately-held wealth management firm in Honolulu that serves individuals who need guidance in financial planning. It also provides wealth management and strategy, retirement planning, consulting, and personal insurance. WestPac Wealth Partners has been listed by Fortune Magazine as one of the Best Small and Medium Workplaces in Finance and Insurance. It also topped Hawaii Business Magazine's 2020 list of the state's best places to work. The company continuously aims to grow its team which now has 160 agents in its fold.

  • Certified Financial Planner (CFP)

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
SmartAdvisor by SmartAsset
Free Consultation
Financial Planning Hawaii
677 Ala Moana Boulevard, Honolulu, HI 96813
Financial Architects of Hawaii, LLC
1712 North King Street, Honolulu, HI 96819
AIO Financial
1003 Bishop Street, Honolulu, HI 96813
Pathfinder Financial Services
555 Paakiki Place, Kailua, HI 96734
Ark Wealth Advisory Group
1099 Alakea Street, Honolulu, HI 96813
Retirement Partners of Hawaii
1003 Bishop Street, Honolulu, HI 96813
Coda Financial Group
615 Piikoi Street, Honolulu, HI 96814
Mosaic Pacific Investment Advisors
615 Piikoi Street, Honolulu, HI 96814
Island Wealth Management
500 Ala Moana Boulevard, Honolulu, HI 96813
CMR Financial Advisors
1003 Bishop Street, Suite 2620, Honolulu, HI 96813
Hawaii Partners 3D Wealth Advisors
201 Merchant Street, Honolulu, HI 96813
Hawaii Financial Advisors, Inc.
745 Fort Street, Honolulu, HI 96813
Alan Nishimoto, CFP
1585 Kapiolani Boulevard, Honolulu, HI 96814
Cadinha & Co
900 Fort Street Mall, Honolulu, HI 96813
WestPac Wealth Partners
677 Ala Moana Boulevard, Honolulu, HI 96813

FAQs

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • Are financial planners in Honolulu regulated?

    Financial planners that provide investment advisory services are regulated by the SEC. They are also required to register with the SEC through a disclosure brochure and give information about their professional background, education, service model, and compensation structure. They must also furnish their clients with a copy of the disclosure brochure prior to being hired in Honolulu.

  • Can a foreigner buy a real estate investment in Honolulu?

    Yes, a foreigner can buy real estate investments in Honolulu which are subject to a 7.25% tax on the sale price in compliance with the Hawaii Real Property Tax Law. They cannot use this property as a permanent home unless they have a visa, but they can use it as a vacation home or investment property. If the property will be sold, it will then be subject to the Foreign Investment in Real Property Tax Act which includes 15% of federal tax.

  • What are the disadvantages of investing in annuities in Honolulu?

    Prematurely cashing in an annuity in Honolulu can result in penalties. There are also certain types of annuities with income that cannot beat inflation and only earn little interest or none at all. Additionally, annuities may not provide death benefits to surviving family members and only allow liquidity in restricted conditions. Fees can also be huge when investment-based annuities are involved.

  • What are the different types of financial advice a professional advisor in Honolulu can provide?

    Different kinds of concerns can be addressed by financial advisors in Honolulu, and some of these are tax planning, debt management, and investment advisory. These advisors can also help resolve matters such as debt management and budgeting, as well as retirement, estate, and college planning, They can guide clients in improving their financial situation in life-changing events such as divorce and retirement.

  • How can you educate yourself before talking to a financial advisor in Honolulu?

    You can educate yourself by doing online research about investment, learning from tutorials, and reading financial guidebooks. You can also participate in a workshop on personal finance facilitated by The University of Hawaii. Before consulting with a financial advisor in Honolulu, check their credentials by conducting a search on the FINRA website's BrokerCheck tool.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.