Financial Vision Advisory Services, LLC.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Financial Vision Advisory Services is a fee-only adviser that works with individuals, families and their trusts, offering investment management and personal financial planning on an hourly basis. The firm’s investment management uses no‑load mutual funds and ETFs and produces written plans and periodic deliverables for clients.
The firm follows a strategic asset allocation framework with global diversification, periodic rebalancing, and monitoring of holdings to manage risk. Investment decisions are executed on a non‑discretionary basis—client approval is required for trades—and clients receive quarterly performance reports and annual consultations.
A distinctive feature is that the firm manages its assets entirely on a non‑discretionary basis (reported AUM $4,821,796 as of February 27, 2026), an arrangement that is uncommon among independent advisers. The practice is a small, single‑advisor operation that uses a single recommended custodian, declines directed brokerage, and is led by a CFP®‑credentialed principal with roughly 30 years of industry experience.
Client services
Expertise
Fee options
$0 - $500,000: 0.65% annually (0.001625 per quarter) $500,001 - $1,000,000: 0.55% annually (0.001375 per quarter) $1,000,001 - $3,000,000: 0.40% annually (0.001000 per quarter) $3,000,001 - $5,000,000: 0.25% annually (0.000625 per quarter) $5,000,001 - $10,000,000: 0.15% annually (0.000375 per quarter) $10,000,001+: 0.10% annually (0.000250 per quarter)
$175 per hour for financial planning services
Account minimum: $250,000 Minimum fee: $395 one-time portfolio development fee payable in advance Fee-only: Fee-only advisory services; no commissions accepted.
Main office
4211 Waialae Avenue, Suite 201
Honolulu HI 96816-5312
Advisors at this office
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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