What’s the difference between Financial Planning Hawaii’s asset-based financial planning and fee-only financial planning service models?

At Financial Planning Hawaii, our asset-based pricing model is best suited for clients who want ongoing portfolio management included as part of their comprehensive financial planning platform. 

Consumers who elect Financial Planning Hawaii’s fee-only planning model are generally seeking a one-time comprehensive review that includes investment guidance but does not entail ongoing portfolio management.  Fee-Only clients may still work with us over time but tend to schedule subsequent review meetings on an ad-hoc basis.

NOTE:  For our asset-based clients, access to our online financial planning platform (eMoney) is included in the platform.  For our fee-only clients, it is available on an ongoing basis through a $25 monthly subscription. 

Please also visit our Pricing page.