Mahalo Advisory Services, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,797,856
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
32
3% 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
32
TypicalAverage account size
$87,433
About
Mahalo Advisory Services provides personalized financial planning and investment management to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. Services described in the brochure include cash-flow and tax planning, insurance reviews, education and retirement planning, and direct asset management delivered on a consultative basis.
The firm delivers portfolio management on a non-discretionary basis, documenting client objectives in investment policy statements and using fundamental, technical and cyclical analysis to inform recommendations; clients authorize trades before execution and accounts are reviewed periodically. Financial planning and consulting are offered as discrete engagements alongside ongoing investment oversight, with custodians holding client assets.
Noteworthy features relative to peers include an affiliated insurance practice in which the managing member spends the majority of his time and may offer insurance products outside the advisory services (a disclosed conflict of interest), the inclusion of charitable organizations among the firm’s client types, and a reported asset base that is primarily non‑discretionary rather than discretionary. These operational characteristics distinguish the firm from many independent, solo-advisor shops.
Client services
Financial planning
Portfolio management
Expertise
Cash flow / budgeting
General tax planning
General estate planning guidance
Active portfolio management
Fee options
Financial planning fixed fees negotiable up to $2,500
$0 - $250,000: 2.00% annually $250,001 - $500,000: 1.75% annually $500,001 - $1,000,000: 1.50% annually $1,000,001 - $2,500,000: 1.00% annually $2,500,001 - $5,000,000: 0.75% annually $5,000,001+: 0.50% annually
$350 per hour for financial planning services
Fee-only: Financial planning fixed fees negotiable up to $2,500; hourly fees $350/hour
Main office location
Mahalo Advisory Services, LLC
Huntington Beach CA, United States
Number of offices
1
Most active in
Mahalo Advisory Services, LLC 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.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
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.
Forms ADV
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")