Aloha Wealth Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Aloha Wealth Partners serves individuals, high-net-worth clients, corporations and employer-sponsored retirement plans, offering comprehensive and ongoing financial planning as well as financial consulting. Its planning work produces written financial plans that cover topics such as net worth, cash flow, tax, insurance and 401(k) reviews, and the firm also provides targeted consulting engagements for specific issues.
The firm generally does not manage client assets on a discretionary basis; instead it recommends and solicits third‑party investment advisers and sub‑advisers, selects model portfolios to match client objectives, and monitors those managers and accounts. Account oversight and client contact are described as regular—monthly reviews of accounts held by third parties, semiannual client meetings, portfolio rebalancing as needed, and annual reviews for retirement plans—alongside ERISA 3(21)-style plan support, benchmarking and participant education.
Aloha Wealth Partners’ combination of services is notable for an independent, single-advisor practice: the firm discloses affiliations with the insurance industry and broker‑dealer activities (the owner is a licensed insurance agent and registered with a broker‑dealer), and it explicitly offers pension and retirement-plan consulting and broader employer-focused services such as hiring strategy reviews, workers’ compensation and business succession due diligence. The brochure also highlights that, as of June 2026, the firm does not hold discretionary client assets and relies on third‑party managers—an operational model that differs from many peers.
Client services
Expertise
Fee options
Fixed fees for financial planning: up to $5,000 for comprehensive and ongoing planning; upfront start-up fee for retirement plan consulting up to $5,000; ongoing annual fees.
Commission-based compensation may be received by representatives when clients implement financial plans or purchase insurance products, creating a conflict of interest.
Hourly financial consulting services charged at up to $500 per hour.
Fee-only: Comprehensive financial planning service: fixed fee up to $5,000; Ongoing financial planning: upfront fixed fee up to $5,000 plus annual fee up to $2,500 for individuals and up to $5,000 for businesses; Financial consulting services: hourly rate up to $500.
Main office
Cardiff CA
Advisors at this office
1
Most active in
California
Also doing business as
Aloha Wealth Partners · Aloha Wealth, 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.
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.
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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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