Fee-Only Financial Planners in Hawaii

A Fee-Only Financial Planner can help you in all aspects of your financial life - comprehensive financial planning, retirement planning, investment management, insurance analysis, and more. From the simple to complex, a Fee-Only Financial Planner can help you work toward your objectives.

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Fee-Only Financial Planners in Hawaii:

Marjorie Bennett

CFA, MBA

Aegis Capital Management Inc.

Princeville, HI

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee only investment and financial advisor based in Berkeley, CA with a second location in Princeville, HI. We work with high net worth clients across the nation.

Lesley J. Brey

CFP®, CFA, AIF®

L.J. Brey, Inc.

Honolulu, HI

John Kerr

Blue Skies Financial Planning, LLC

Kailua Kona, HI

Bradley Klontz

Occidental Asset Management, LLC

Lihue, HI

Alice McDermott

Financial & Investment Management Group

Kahului, HI

Barry Hyman

Financial & Investment Management Group

Kahului, HI

Monica Jennings

Jennings Financial Planning, Inc

Honolulu, HI

Tony Noto

Noto Financial Planning, LLC

Honolulu, HI

Dr. Ronald Miller

Resource Management LLC

Waimanalo, HI

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    Fee-Only Financial Advisors never earn commission or sell investment products.

    Fee-Only:
    Compensated only by the client without earning commission of any kind for product sales or referrals.

    Fiduciary:
    Legally sworn and obligated to always place the interest of the client ahead of their own.

    Independent:
    Not affiliated with any brokerage firm, bank, or insurance company.


    Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)

    NAPFA Consumer Tools PDF

    Get Your Checklist

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