Advisor at Buck Wealth Strategies, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Buck Wealth Strategies, LLC
Location
Kahului, HI 96732
Credentials
Series 66
Industry experience
4 years
Arthur Austin is an investment advisor representative at Buck Wealth Strategies, LLC with four years of industry experience. He holds a Series 66 designation and has worked at AE Wealth Management, LLC and Madison Avenue Securities, LLC. In addition to his advisory role, Austin is involved in insurance sales and services through E.A. Buck Insurance DBA E.A. Buck Financial Services. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs a top-down investment approach focusing on macro-environmental tactical asset allocation and constructs portfolios tailored to client risk profiles.
Based on Buck Wealth Strategies, LLC
Based on Buck Wealth Strategies, LLC
Retirement plan advisory flat fees range from $2,500 to $50,000; fees based on plan assets up to 1.50% also possible.
Up to 1.50% annually, negotiable based on account size, complexity, and other factors
Insurance commissions received separately from advisory fees; commissions vary by product and carrier.
Financial planning hourly rate of $400/hour used for prorated fees if agreement terminated early.
Account minimum: $25,000 Fee-only: Financial planning fees negotiated individually; 50% due on signing, remainder on delivery; hourly rate $400/hour for prorated fees on terminated agreements.
33 Long Ave., Suite 310
Kahului, HI 96732
Hawaii
Buck Wealth Strategies, LLC.
2022 - Present (4 years)
AE Wealth Management, LLC
2022 - 2023 (1 year)
Madison Avenue Securities, LLC
2022 - Present (4 years)
E.A. Buck Insurance DBA E.A. Buck Financial Services
2013 - Present (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Kula, HI
Burdick Wealth Management, LLC
CFP®, Series 65
Lahaina, HI
Front Street Financial
Series 63, Series 66
Wailuku, HI
Lifelong Investment Management Services LLC
Series 63, Series 65
Kahului, Maui, HI
The Rice Partnership, LLC
CFP®, Series 63
Paia,, HI
Spectrum Asset Management Inc
Series 63, Series 65
Makawao, HI
Southland Equity Partners, LLC.
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