Aloha Wealth Partners
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
17
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
17
LowAverage account size
$0
About
Aloha Wealth Partners provides comprehensive and ongoing financial planning, financial consulting, and retirement plan consulting to high‑net‑worth individuals, businesses, and pension/profit‑sharing plans. The firm’s services include written financial plans, participant education, and ERISA 3(21) fiduciary support for employer‑sponsored retirement plans.
Rather than directly managing client portfolios, Aloha Wealth Partners typically recommends third‑party investment advisers and sub‑advisers, helping clients select model portfolios while the recommended firms handle trading, custody, and execution. The firm documents client goals and risk tolerance, monitors accounts and model portfolios regularly, and retains authority to hire or replace sub‑advisers as part of its oversight process.
Distinctive aspects of the firm include an affiliation with insurance and broker‑dealer activities for its principal, which may result in commission‑based compensation for insurance sales and is disclosed as a potential conflict of interest. The combination of explicit pension/retirement plan consulting services (including ERISA 3(21) work), a solicitor/sub‑adviser operating model, and a practice that currently does not manage client assets directly sets Aloha apart from many independent advisory peers.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Retirement plans for business owners (SEP, solo 401k)
Business ownership considerations
Business succession planning
Occupation focus
Founder/Business Owner
Fee options
Fixed fee up to $5,000 for comprehensive financial planning; upfront fixed fee up to $5,000 for ongoing financial planning
Commissions may be received by representatives for implementing financial plans or selling insurance products, separate from advisory fees
Up to $500 per hour for financial consulting services
Fee-only: Fixed fees up to $5,000 for comprehensive financial planning; ongoing fixed fees up to $5,000 upfront and up to $2,500 annually for individuals or $5,000 annually for businesses; hourly rates up to $500
Most active in
Aloha Wealth Partners has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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:
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.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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