A complete list of active advisors currently associated with Financial Vision Advisory Services, LLC.
Warmer can help you find a great advisor at Financial Vision Advisory Services, LLC. or one who fits your needs even better.
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.
To learn more about the advisors currently working at Financial Vision Advisory Services, LLC., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Honolulu, HI
| 19
|
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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