Jeffery Loff
Advisor at CRL Advisors
Updated today
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
CRL Advisors
Location
Honolulu, HI 96813-6420
Credentials
CFP®, Series 63, Series 65
Industry experience
6 years
About
Jeffery Loff is a CFP® professional with six years of experience in financial advisory services and over a decade in accounting. He is the principal of CRL Advisors, an independent registered investment adviser based in Honolulu, HI. Prior to founding CRL Advisors, he operated a CPA firm and has also formed a software company, Keenly Inc., which aims to provide tax practice management solutions. CRL Advisors offers discretionary portfolio management along with financial, tax, retirement, and trust planning primarily for individuals, trusts, and private foundations. The firm combines modern portfolio theory with various analytical methods to guide asset allocation and security selection, managing portfolios on a discretionary basis with a focus on ETFs and options strategies.
Fee options
$0 - $1,000,000: 0.72% $1,000,001 - $2,000,000: 0.64% $2,000,001 - $3,000,000: 0.56% Above $3 million+: Negotiated basis
$300 per hour for planning fees
Fee-only: Fixed fee investment advisory services on negotiated basis
Location
1003 Bishop St, Ste 2155
Honolulu, HI 96813-6420
Most active in
Jeffery L has reported serving >5 clients in these states in the last 12 months.
Hawaii
Work history
CRL Advisors LLC
2019 - Present (7 years)
Dureya Ingraham Loff CPAs
2017 - 2019 (2 years)
Duryea & Associates CPAs, LLC
2014 - 2016 (2 years)
Loff & Company
2013 - Present (13 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
-
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.
Gregory G
Series 63, Series 65
Honolulu, HI
The Retirement Optimization Group, LLC
Andrew G
Series 63, Series 66
Honolulu, HI
Seacap Advisors, LLC
Wilson W
Series 65
Honolulu, HI
HFIR LLC
Daniel H
Series 65
Honolulu, HI
ECS Wealth Strategies
Howard H
CFP®, Series 63, Series 65
Honolulu, HI
Apollo Wealth Management, Ltd.
Jason C
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")