Advisor at Apollo Wealth Management, Ltd.
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
Apollo Wealth Management, Ltd.
Location
Honolulu, HI
Credentials
CFP®, Series 63, Series 65
Industry experience
20 years
Howard Haber is a Certified Financial Planner (CFP®) with 20 years of experience in the financial advisory industry. He has been the sole advisor at Apollo Wealth Management, Ltd. since 2004. Apollo Wealth Management, Ltd. is an independent, fee-only firm that offers comprehensive financial planning and investment advisory services to individuals, families, and estates. The firm employs a macroeconomic and Modern Portfolio Theory-based investment approach, managing portfolios with publicly available securities and operating in a non-discretionary capacity requiring client approval for transactions.
Based on Apollo Wealth Management, Ltd.
Financial planning fees begin at $3,500/year, negotiable based on complexity
Minimum fee: Greater of $3,500/year or 1.25% of assets under management Fee-only: Financial planning fees are a negotiable flat dollar amount beginning at $3,500/year
Honolulu, HI
Hawaii · Pennsylvania
Apollo Wealth Management, Ltd.
2004 - Present (22 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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 65
Honolulu, HI
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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
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