SEA Financial Hawaii
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 with up to 2 employees
Average account size
—
About
SEA Financial Hawaii (doing business as The Wheeler Group LLC) provides fee-only investment management and financial planning to individuals and high‑net‑worth clients. The firm's initial Form ADV filing describes portfolio management for individual accounts and both project‑based and ongoing financial planning, and it reports no assets under management as of the brochure date.
SEA develops client‑specific investment policies and asset allocation targets through personal consultations, using a mix of passive and active strategies and analysis methods that include fundamental, technical, and Modern Portfolio Theory. Investment management is delivered on a non‑discretionary basis with clients able to impose written restrictions, and financial planning engagements produce written plans and may be ongoing or project‑based.
What is noteworthy relative to peers is the firm's use of multiple fee arrangements—hourly, fixed project fees, and recurring fixed fees for ongoing planning—which is uncommon for firms in this category. The firm also does not serve as a private fund adviser, does not offer performance‑based or wrap fee programs, and implements trades on an individual (non‑aggregated) basis while recommending custody through an institutional custodian.
Client services
Expertise
Fee options
Project-Based Financial Planning fixed fees ranging between $750 to $10,000; initial fee for Ongoing Comprehensive Financial Planning up to $10,000.
$0 - $99,999: 1.50% $100,000 - $249,999: 1.25% $250,000 - $499,999: 1.00% $500,000 - $999,999: 0.95% $1,000,000 - $2,499,999: 0.85% $2,500,000 - $4,999,999: 0.75% $5,000,000 - $9,999,999: 0.65% $10,000,000+: Negotiable
Hourly rate for Project-Based Financial Planning: $250 per hour.
Fee-only: Ongoing Comprehensive Financial Planning: initial fee up to $10,000 (may be reduced or waived); recurring fixed fee ranging from $175 to $750 per month, paid monthly in arrears. Project-Based Financial Planning: fixed fees ranging from $750 to $10,000 or hourly fee of $250 per hour.
Main office location
SEA Financial Hawaii
Honolulu HI, United States
Number of offices
1
Most active in
Hawaii
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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