10 Best Financial Advisors in Hawaii (for 2019)

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Ryan Friend

September 13, 2019  •  5 min read

Hawaii is one of the most beautiful places on earth. From its breathtaking beaches to its tropical forests, the scenery in this state is truly spectacular. However, it is easy to get caught up in the beauty of this place and forget about your long-term financial health. Don’t do that!

Since Hawaii is such a gorgeous locale, it attracts many high net worth individuals. As a result, there are plenty of financial advisory firms operating on the island. However, it can be difficult to find the right fit. Fortunately, we have compiled a list of the best financial advisors that Hawaii has to offer.

Editor’s Note: Complete the advisor quiz below to get matched with the best advisor for you:

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Here are the top five financial advisors that the Aloha State has to offer.

The Rice Partnership LLC 

With over $262 million in assets under management, The Rice Partnership LLC is one of the biggest and the best financial advisors in the State of Hawaii. This company does not have a minimum asset requirement for clients, making it accessible to you if you haven’t reached your full wealth potential yet.

The firm prides itself on providing highly personalized and highly confidential financial advice and financial services to their clients. Their investing strategy revolves around accumulating stock in domestic companies in growing markets that have strong cash flow, and their investment advisory services are good for anyone, whether you’re a business owner or a financial adviser yourself.

Principal partner Bonnie Rice has lived in the Hawaiian Islands for her entire life and she feels a deep connection with both the islands and its people. Both she and her firms are extremely passionate about helping Hawaiians to obtain sound financial advice.

You can expect the following working with the Rice Partnership LLC:

  • A fee-only compensation structure
  • Additional expertise in property management, philanthropy, and trust administration, making them good for people interested in estate planning or real estate help.
  • Highly customized plans that prioritize your investing and financial goals 

Bankoh Advisors

Bankoh Advisors is another one of Hawaii’s premier financial advisors and has over $207 million in assets under management. However, unlike with the Rice Partnership, there is a $250,000 minimum asset requirement to become a client of Bankoh Advisors.

The firm focuses on investment management and retirement planning, preparing for major events and expenses, and protecting your financial future. They have an extremely talented team filled with 32 seasoned financial advisors that will help you handle your financial needs. Individual equity securities, ETFs, and money market funds are their preferred investment vehicles.

You can expect the following working with Bankoh Advisors:

  • Intelligent asset allocation that helps you to get the most out of your capital
  • A focus on helping you to prepare for major life events such as buying a home or having a child. Long-term care is important to them.
  • Solid insurance expertise should you be interested in life insurance or something else

Andrews Advisory Associates 

Andrews Advisory Associates is another one of Hawaii’s financial advisory gems and a standout group in the financial services industry. This firm has over $146 million in assets under management. There is a $250,000 minimum asset requirement to work with this firm, and they are a fee-only firm.

A major part of the investment strategy used by Andrews Advisory Associates is making sure that your portfolio is properly diversified based on factors such as market capitalization size, sectors of the economy, and regions of the world.

You can expect the following working with Andrews Advisory Associates:

  • Effective diversification to limit risk and increase your opportunities for portfolio growth
  • Educational resources on their website to help you expand your investment and personal finance knowledge
  • Excellent customer service from their financial professionals which includes speedy responsiveness to life events 

3D Wealth Advisors 

Over $122 million in assets are managed by 3D Wealth Advisors. There is no minimum asset requirement to work with 3D Wealth Advisors, which makes them another great wealth management option for you if you do not yet have a high net worth. There is only one advisor, but he is a certified financial planner (CFP) and a certified public accountant (CPA).

3D Wealth Advisor’s goal is for you to be able to confidently retire with peace of mind. They help this to happen by setting up intelligent and effective financial plans with you to expand your net worth over a period of time. Any of their investment advisors wants to be your financial navigator so you can sit back and enjoy the ride.

You can expect the following working with 3D Wealth Advisors:

  • Fee-based compensation model
  • Comprehensive financial planning
  • An investment philosophy based on Nobel Prize-winning research 

Kahala Financial Advisors

Kahala Financial Advisors is the final financial advisory firm on our list. While not quite as large as the first four, this firm still manages over $122 million in assets for its clients. However, you will need to have assets worth at least $500,000 to work with Kahala. This firm has been around since 1986 and has weathered many market downturns, their years of experience showing.

They provide a highly personalized and highly confidential financial management experience. This company relies heavily on investing in low-cost, no-load mutual funds such as the exclusive Dimensional Financial Advisor funds.

You can expect the following working with Kahala Financial Advisors:

  • Fee-only compensation structure
  • financial planning strategy that takes your entire life situation into consideration
  • Competitively priced and fairly valued fees

Editor’s Note: Complete the advisor quiz below to get matched with the best advisor for you:

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The sooner that you start working with one of these financial advisors or financial groups, the better. Once you have a solid financial plan in place and are recieving advisory services, you will be able to enjoy your life even more. Just imagine how much peace of mind you will have once you know that your wealth is being managed by some of the most capable financial consultants on the islands. Any single one of these asset management firms can serve you well.

However, you should choose the one that you connect with the best. Oftentimes, your gut instinct is right when it comes to these matters. We wish you the best of luck on your financial journey.