Advisor at Buck Wealth Strategies, LLC
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Firm
Buck Wealth Strategies, LLC
Location
Honolulu, HI 96813
Credentials
Series 66
Industry experience
5 years
Michael Sato is a financial advisor at Buck Wealth Strategies, LLC in Honolulu, HI, holding a Series 66 designation with five years of industry experience. His prior work includes roles at Madison Avenue Securities, LPL Enterprise, and The Prudential Insurance Company of America. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans by providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs a top-down investment approach with 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.
55 Merchant St, #2100
Honolulu, HI 96813
Hawaii
Madison Avenue Securities, LLC
2025 - Present (1 year)
Buck Wealth Strategies, LLC
2025 - Present (1 year)
LPL Enterprise
2024 - 2025 (1 year)
The Prudential Insurance Company of America
2024 - 2025 (1 year)
Pruco Securities LLC
2024 - 2024 (1 year)
Buck Wealth Strategies, LLC
2022 - 2024 (2 years)
Madison Avenue Securities, LLC
2020 - 2024 (4 years)
AE Wealth Management, LLC
2020 - 2023 (3 years)
E.A. Buck Insurance DBA E.A. Buck Financial Services
2020 - 2024 (4 years)
Unemployed
2018 - 2020 (2 years)
American Income Life
2018 - 2018 (1 year)
Sadie's BBQ Inn
2017 - 2018 (1 year)
Island Pacific
2016 - 2018 (2 years)
Timberland Hawaii
2015 - 2016 (1 year)
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 63, Series 65
Honolulu, HI
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Series 63, Series 66
Honolulu, HI
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CFP®, Series 63, Series 65
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