1stto50th LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
1stTo50th LLC provides retirement plan consulting to plan sponsors and limited-scope investment management to individuals, families, trusts, endowments, and related organizations. The firm describes itself as fee-only, uses qualified custodians (no custody of client assets), and offers services that include investment policy statement development, investment lineup selection, fee analysis, participant education, and ongoing plan monitoring.
The firm operates principally on a non‑discretionary basis: as of December 31, 2024 it reported $251,850.88 in non‑discretionary assets under management and $0 in discretionary AUM, and typically implements advice only after obtaining client approval. Its process emphasizes a goals‑based discovery and a customized IPS, requests a recent comprehensive financial plan for new clients, and blends passive and active strategies, manager/fund analysis, and Modern Portfolio Theory in asset allocation and monitoring.
Compared with many single‑advisor practices, the firm’s brochure highlights a substantive pension consulting and retirement‑plan fiduciary role (stating it may act as an ERISA Section 3(21) fiduciary) and a scope of services to plan sponsors that includes fiduciary training, vendor searches, and performance attribution. The firm also discloses affiliated businesses that provide insurance and financial planning and notes the principal is a licensed insurance agent in the supplement, while the brochure reiterates the adviser’s fee‑only model and states it does not accept third‑party commissions.
Client services
Expertise
Fee options
$0 - $3,000,000: 0.50% annually (Retirement Plan Consulting) $3,000,001 - $20,000,000: 0.25% annually (Retirement Plan Consulting) $20,000,001 - $50,000,000: 0.15% annually (Retirement Plan Consulting) $50,000,000++: 0.10% annually (Retirement Plan Consulting)
Account minimum: $5,000 minimum fee per year per household for Investment Management Services; $25,000 minimum fee per year for Retirement Plan Consulting Minimum fee: $5,000 minimum annual fee for Investment Management Services; $25,000 minimum annual fee for Retirement Plan Consulting Fee-only: Fee-only firm; no commissions or other payments from third parties
Main office
74 Kihapai Street
Kailua HI 96734
Advisors at this office
1
Most active in
Hawaii
Also doing business as
1 St To 50 Th, LLC · 1 Stto50 Th LLC · Kingsley Family Office Limited Liability Company · Two Comets, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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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.
Forms ADV
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