Backup of Financial Planning | HuiMalamaAdvisorsLLC

Our Focus

To provide honest and personalized financial guidance as an independent fiduciary advisor.

We at Hui Malama Financial Advisors LLC understand that finances are not taught in our educational systems yet finances play a significant role in all of our lives. We aim to ease the burden that finances play in our life through tailored holistic financial planning. We are a cloud based firm and perform our services remotely so that you can carry on your daily life and have meetings from the comfort of your home.

What We Do

Financial Planning

You will receive a full financial plan (investment advice, debt repayment plan, retirement plan, spending plan (budget), and more.) using cloud-based technology so that you can access your financial plan from wherever you are and we can make updates since we know life doesn’t always go as planned. It also includes individual tax return preparation.

Starting at $1,200 one-time start-up fee, followed by $300/month plus the cost of investment management as applicable for ongoing services
One-time financial plans available starting at $2,500

Note: Investment Advice and Management Coming Soon

Pricing:

See above

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Debt Repayment Plans

Do you have debt and not sure where to start or want to have a plan to climb out of the hole? We provide a tailored debt repayment plan that will guide you step by step to climb out of debt.

Pricing:

$750

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Spending Plan (aka Budget)

We believe in the term spending plan rather than budget around here. Budget has the connotation that you are trying to keep money from going out of your pocket, where Spending Plan gives you back the power to make the decisions on where you want your money to go. We will help you build a custom spending plan to help keep you on track.

Pricing:

$750

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Ali’i Financial Planning

Ali’i (royalty) is how you will feel with this service. It is a combo package where two of our member firms will partner up and you will receive a full financial plan (investment advice, debt repayment plan, retirement plan, spending plan (budget), and more.) using cloud-based technology so that you can access your financial plan from wherever you are and we can make updates since we know life doesn’t always go as planned. We will be there each step of the way to help you design, implement, and adapt your financial plan into your life. We believe in a holistic approach. This means that we want you and your lifestyle and passion to drive the plan not the finances. Yes, finances can make some of the wants a reality and there is compromise but we focus on you. You will also receive six (6) Life and Financial Coaching throughout the year to assist in your journey. Here you will explore what is important to you, where are you wanting to go, how finances impact your relationships and more. It also includes individual tax return preparation.

$2,000 one-time start-up fee then just $750/month plus the cost of investment management as applicable.

Note: Investment Advice and Management Coming Soon

Pricing:

See above

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Investment Review

We will review your investment mix and selections, identify your risk profile and make recommendations on where you are best suited to invest.

Note: Investment Advice and Management Coming Soon

Pricing:

$750

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Investment Management

We believe in having simple fees for you. If you are a financial planning client we build the cost of asset management into your annual fee so you don’t have to worry. If you are looking strictly for investment management we are happy to assist. We will provide you with a risk assessment to assess your risk tolerance and allocate your investments accordingly.

For our AUM we charge 75 bps from $0-$500k, 50bps from $500k-$2MM, and 25 bps over $2MM.
For our Financial Planning Clients your AUM fee is applied to your financial planning fee.

Note: Investment Advice and Management Coming Soon

Pricing:

See above

Book Now