Advisor at The Retirement Optimization Group, 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
The Retirement Optimization Group, LLC
Location
Honolulu, HI 96815
Credentials
Series 63, Series 65
Industry experience
9 years
Gregory Gunther is a financial advisor at The Retirement Optimization Group, LLC in Honolulu, HI, with 9 years of industry experience. He holds Series 63 and Series 65 licenses and has been managing insurance services through Island Estate Services since 2008. The Retirement Optimization Group provides financial consulting and estate-planning support primarily to individual and high-net-worth clients, referring investment accounts to third-party money managers rather than directly managing assets. The firm offers educational seminars and uses a referral-based model while delivering various planning tools and limited-scope estate planning support.
Based on The Retirement Optimization Group, LLC
Based on The Retirement Optimization Group, LLC
Estate Planning Support Services charged a standard flat fee of $900, non-negotiable, payable upon completion.
Account minimum: Determined by the third-party money managers to whom clients are referred; no specific minimum stated by TROG Minimum fee: Client Directed Accounts have a flat annual fee of $300 to Gradient Investments, LLC; no minimum fee stated by TROG.
1888 Kalakaua Ave, Suite C312
Honolulu, HI 96815
Alaska · Arizona · Colorado · Hawaii · Maryland · Texas
The Retirement Optimization Group, LLC
2017 - Present (9 years)
The Retirement Optimization Group, LLC
2014 - Present (12 years)
Island Estate Services
2008 - Present (18 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.
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.
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.
Series 63, Series 66
Honolulu, HI
Seacap Advisors, LLC
Series 65
Honolulu, HI
HFIR LLC
Series 65
Honolulu, HI
ECS Wealth Strategies
CFP®, Series 63, Series 65
Honolulu, HI
Apollo Wealth Management, Ltd.
CFP®, Series 63, Series 65
Honolulu, HI
CRL Advisors
CFP®, EA
Kaneohe, HI
Toba Financial
Toba Financial LLC is a Hawaii-based financial advisory firm specializing in retirement planning. Led by Enrolled Agent and Certified Financial Planner™ Jason Cutitta, the firm helps residents of Hawaii navigate their financial future. www.jasoncutitta.com
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")