F
Financial Vision Advisory Services, LLC.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$4,821,796
Clients
11
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
11
LowAverage account size
$438,345
About
Financial Vision Advisory Services is a fee-only adviser that works with individuals, families and their trusts, offering investment management and personal financial planning on an hourly basis. The firm’s investment management uses no‑load mutual funds and ETFs and produces written plans and periodic deliverables for clients.
The firm follows a strategic asset allocation framework with global diversification, periodic rebalancing, and monitoring of holdings to manage risk. Investment decisions are executed on a non‑discretionary basis—client approval is required for trades—and clients receive quarterly performance reports and annual consultations.
A distinctive feature is that the firm manages its assets entirely on a non‑discretionary basis (reported AUM $4,821,796 as of February 27, 2026), an arrangement that is uncommon among independent advisers. The practice is a small, single‑advisor operation that uses a single recommended custodian, declines directed brokerage, and is led by a CFP®‑credentialed principal with roughly 30 years of industry experience.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
General tax planning
Wealth management
Cash flow / budgeting
Fee options
$0 - $500,000: 0.65% annually (0.001625 per quarter) $500,001 - $1,000,000: 0.55% annually (0.001375 per quarter) $1,000,001 - $3,000,000: 0.40% annually (0.001000 per quarter) $3,000,001 - $5,000,000: 0.25% annually (0.000625 per quarter) $5,000,001 - $10,000,000: 0.15% annually (0.000375 per quarter) $10,000,001+: 0.10% annually (0.000250 per quarter)
$175 per hour for financial planning services
Account minimum: $250,000 Minimum fee: $395 one-time portfolio development fee payable in advance Fee-only: Fee-only advisory services; no commissions accepted.
Main office location
Financial Vision Advisory Services, LLC.
4211 Waialae Avenue, Suite 201
Honolulu HI 96816-5312, United States
Number of offices
1
Most active in
Financial Vision Advisory Services, LLC. has reported serving >5 clients in these states in the last 12 months.
Hawaii
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 not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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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.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
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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