Advisor at The Rice Partnership, LLC
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Firm
The Rice Partnership, LLC
Location
Honolulu, HI 96813
Credentials
CFP®
Industry experience
7 years
Ashley Wilken is a CFP® with seven years of industry experience, currently serving as a financial advisor at The Rice Partnership, LLC since 2018. Prior to this, Wilken worked at Umpqua Bank for six years. Outside of financial advising, Wilken consults part-time for Rodan & Fields, a skin care company. The Rice Partnership serves individuals—including high-net-worth clients—pension and profit-sharing plans, businesses, and charitable organizations with services including discretionary portfolio management, financial planning, estate-planning assistance, and multi-family office services. The firm employs a tax-aware, long-term investment approach with a focus on core equity companies generating free cash flow, active fixed-income management, and international allocations primarily through low-cost ETFs.
Based on The Rice Partnership, LLC
Based on The Rice Partnership, LLC
Estate planning projects fee: $1,000; negotiable for accounts over $1,000,000
Less than $5,000,000 - $5,000,000: 1.00% $5,000,000+: Negotiable Up to $5,000,000 - $5,000,000: 0.60% $5,000,001+: Negotiable All Assets+: 1.00% All DST Investments (Delaware Statutory Trust)+: 0.60% annually
Fee-only: Estate planning projects fee: $1,000; negotiable for accounts over $1,000,000
1099 Alakea Street, Suite 2510
Honolulu, HI 96813
California · Hawaii
The Rice Partnership
2018 - Present (8 years)
Umpqua Bank
2012 - 2018 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
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