8 Best Financial Advisors in Hawaii in 2020 • Benzinga

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There's more than meets the eye in Hawaii. Beyond bonnie beaches and delicious food, did you know that it's as wel rest home to high-quality financial advisors?

Benzinga's compiled a list of top financial advisors in the state of Hawaii so you can have the best business enterprise guidance nowadays. You can tell us "Mahalo" after you get a load.

Best Financial Advisors in Hawaii Near You

Best for Independent Portfolio Management: C.M. Bidwell and Associates Ltd.
Scoop Robo-Consultant: M1 Finance
Best for Large Wealthiness Direction Services: Robert Priske LLC
Champion Mobile App: Betterment
Record-breaking for High-Net-Worth Individuals and Institutions: Cadinha and Fellowship LLC
Best Portfolio Psychoanalysis: Personal Capital
Best for Automated Investiture Program: Lee Financial Group Hawaii
Best for Families and Businesses: Blue Skies Financial Planning LLC

Best for Individual Portfolio Management: C.M. Bidwell and Associates Ltd.

C.M. Bidwell and Associates is an separate recorded investment advisory firm located in Honolulu. The firm has professionals with o'er 30 years of experience and top certifications much as certified financial planner (CFP®) and chartered securities analyst (CFA).

The firm offers 5 financial services including institutional portfolio management, individual portfolio management, private wealth management, financial planning and retirement planning.

The solid focuses on individual portfolio management for both institutions and individuals. It applies an pedantic, research-oriented and disciplined approach to creating shrilling-performing portfolios.

C.M.BIDWELL & ASSOCIATES LTD

Best For

Customizable Robo Investing

Incomparable Robo-Advisor: M1 Finance

M1 Finance offers a DIY approach to managing your money with its seamless platform. You can perform all your primary financial activities — spend, invest and symmetrical borrow money.

M1 lets you make unswerving deposits, transfer money and spend with a debit entry plug-in. It besides lets you build a custom portfolio, have halfway shares and automate your investiture schedule. If you deficiency to borrow money, you can make so up to 35% of your portfolio's value.

If you wishing to upgrade to an account that offers cashback, first gear borrow rate and other perks, you send away opt for the M1 Plus account. The account has an annual charge of $125 but requires no stripped balance.

Topper for Comprehensive Wealth Management Services: Robert Priske LLC

Robert Priske is a bung-lone investment advisory firm that offers financial counseling to businesses, individuals and families. Located in Hawaiian capital, the firm has been around for over 30 years and offers a full suite of wealth management services including:

Financial planning
Investment management
Retirement preparation
Real estate
Tax planning
Estate planning

The business firm requires at to the lowest degree $500,000 as account minimum and charges $0.002 per quarter with discounts for accounts over $2 million.

ROBERT PRISKE, LLC

Incomparable Peregrine App: Betterment

Whether you are a new investor or seasoned pro, you'll bump the Betterment app extremely convenient for investing. The app manages your money and invests it in a suggested portfolio when you depository.

You can opt between Improvement Digital and Exchange premiu. Whole number charges an annual bung of 0.25% of assets under management. You can start investing with no minimum balance.

Betterment Agiotage gives you oceanic phone access to certified financial planners (CFP) for a 0.40% annual fee and $100,000 chronicle minimum. This includes in-depth advice on investments, much as creating a programme to cope your 401(k), historical estate, IRA and past investments.

Best for High-Nett-Worth Individuals and Institutions: Cadinha and Company LLC

Cadinha and Company is a registered, tip-only fiduciary that's served high-net worth individuals and institutions for more than 40 years. The unfluctuating is located in Honolulu, Hawaii and Park City, Utah.

Cadinha and Company serves clients throughout the Hawaiian islands and has $1.7 billion in assets under direction. The tauten is a fiduciary, which way that IT puts clients first and provides a transparent fee structure.

CADINHA & CO LLC

Pricing

Fees range based on bank amount and services used

Best Portfolio Analysis: In the flesh Capital

Personal Das Kapital is a 2-in-1 digital money management service that lets you link all your accounts and tracks your spending patterns.

Available connected Apple's App Store and Google Play, you can get free planning and analytical tools. You rear end view your net worth, plan for education, analyze your holdings and more.

If you want managed services, you lav do so if you have more than $100,000 in assets under management.

Charles Herbert Best for Automated Investment Program: Lee Business Group Hawaii Island

Lee Financial Group Hawaii is an breakaway, privately-owned business firm that offers services to a broad range of clients — individuals, trusts, estates, businesses and charitable organizations.

The firm offers customized investment funds and wealth management services for investment goals that could be wealth growth, retreat planning, asset aegis and more.

The stable also offers an machine-controlled electronic investment consultatory program titled HORIZON. This political platform uses technology to determine your portfolio and asset allocation based on your age, risk tolerance, and time horizon. You can bestir oneself for $5,000 and entree it on any device.

LEE FINANCIAL GROUP HAWAII, INC.

Best for Families and Businesses: Blue Skies Financial Provision LLC

Blue Skies Financial Planning is a Hawaii-registered investment advisor that provides planning and investiture advisory services to families and businesses.

For families, the firm evaluates your financial position and goals. This is finished so that it can either create a full financial programme that encompasses whol aspects of your financial life or create a limited designation like plus allocation or estate provision.

The firm whole caboodle on project-proper assignments for business plans so much as ownership transition plans, hard cash flow prediction or other comprehensive business plans like selling the business concern.

BLUE SKIES FINANCIAL Preparation, LLC

Frequently Asked Questions

What's the conflict between financial planning and retirement planning?

What's the difference between financial planning and retirement provision?

asked 2021-05-11

Shashank Jacob

Retreat planning is a facet of financial planning. Simply put, fiscal planning involves preparation for unmindful- and long-term goals. Suddenly-full term goals could be a household addition, wedding expenses, and more. Long-wooled-terminal figure goals include legacy planning and even retirement preparation.

Retirement planning involves strategizing how you can be financially secure later on you quit running.

Solvent Link

answered 2021-05-11

Benzinga

Can financial advisors help palliate debt?

Can financial advisors assistance extenuate debt?

asked 2021-05-11

Shashank Jacob

Dead. Financial advisors throne create a plan for you to manage your assets, taxes and much much so that you can come up with a program to get out of debt.

Answer Link

answered 2021-05-11

Benzinga

Can I talk to a financial advisor gratis?

Can I talk to a business advisor free of charge?

asked 2021-05-11

Shashank Jacob

Yes, at that place is typically no charge for your first consultation with a financial advisor.

Answer Link

answered 2021-05-11

Benzinga

Prefer the Right Financial Consultant in HI

Good commercial enterprise advisors are equipped to boost your returns past implementing strategies that rear end help you make the most of your money. Make sure your commercial enterprise advisory is a fiducial. This substance that the loyal wish put your best interests first a hidden agenda for commissions or incentives.

Methodology

To determine the top business advisors in Hawaii, we pored through and through all SEC-registered advisory firms that have an part in Hawaii. We winnowed the list by only including advisors that are registered fiduciaries, have no past disclosures and sustain negligible personal conflicts of interest. To further break down the name to the true top advisors in the field, we gave weight to advisors that bid some investment funds management and planning, have no conflicts of interest, have offices in multiple states, hold a enclose fee program and over $50 million in assets under management.

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