Ivanets Investments LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
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
0
Very LowAverage account size
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About
Ivanets Investments serves individuals and families—primarily those planning to relocate abroad or retire—by providing comprehensive financial planning, periodic educational seminars, and ad hoc consulting tailored to relocation objectives. The firm prepares personalized plans and may track client progress but does not manage client investment accounts or recommend specific securities.
The firm’s approach centers on international macroeconomic analysis, assessing economic, financial, regulatory, and cultural differences between the U.S. and a client’s intended destination to build relocation-specific strategies. It emphasizes planning and risk assessment around cross-border issues such as currency, political, and regulatory exposure, drawing on the principal’s academic background in economics and finance.
Compared with many independent advisers, Ivanets Investments is notable for its focus on relocation planning rather than portfolio management or custody of assets, and for offering educational workshops and other consulting services related to moving to a limited set of destination countries where it maintains specialized expertise. The firm is independently owned and reports no broker‑dealer or related financial‑industry affiliations.
Client services
Financial planning
Pension consulting
Newsletters or periodicals
Educational seminars or workshops
Expertise
Cross-border & expatriate issues
General retirement planning
Fee options
Individual comprehensive financial plans for a flat fee agreed in advance (amount not specified)
$100/hour
Minimum fee: $100/hour Fee-only: Fee-only compensation via fixed hourly fees, clients pay $100/hour
Main office location
Ivanets Investments LLC
Honolulu HI, United States
Number of offices
1
Most active in
Ivanets Investments 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:
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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.
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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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