Hui Malama Financial Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 6 employees
Firm type
Supported
1-4 advisors or >$200M in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Hui Malama Financial Advisors, LLC primarily serves pension plans, employer plan sponsors, corporations and other institutional clients, and also offers financial planning and portfolio management services. The firm’s brochure notes that it currently reports no discretionary or non‑discretionary assets under management while maintaining processes to provide ongoing oversight and to delegate portfolio management to third‑party managers.
HMFA predominantly follows a passive investment philosophy—constructing portfolios with index funds and ETFs for low turnover and tax efficiency—while also employing fundamental, technical, cyclical and charting analysis as part of its investment work. The firm relies on third‑party managers and a contracted sub‑advisor for trade processing and sub‑advisory services, and assists clients in selecting and monitoring those outside advisers.
HMFA is affiliated with a related tax and accounting entity and discloses routine referrals and shared information with that subsidiary, which creates an integrated tax‑and‑advice relationship that may be atypical for peers. The firm also offers pension consulting and participant education to plan sponsors, public seminars and destination conferences, and a la‑carte hourly planning services—features that are uncommon among its investment manager peers.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
General retirement planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Occupation focus
Founder/Business Owner
Fee options
Financial Planning Fixed Fee: $500-$25,000
$0 - $500,000: 1.10% $500,001 - $1,000,000: 0.90% $1,000,001 - $2,500,000: 0.80% $2,500,001 - $5,000,000: 0.70% $5,000,001 - $10,000,000: 0.60% $10,000,001+: 0.50%
$325 per hour for special projects; $0-$325 per hour for participant education under Employee Benefit Plan Services
Comprehensive Financial Planning ongoing fee: $100-$5,000 per month
Account minimum: $200,000 Fee-only: Comprehensive Financial Planning: upfront $1,000-$10,000 plus $100-$5,000 per month ongoing; Financial Planning Fixed Fee: $500-$25,000; A La Carte Services: $325 per hour, $900 minimum for certain projects; Employee Benefit Plan Services: up to 0.70% of plan assets; Educational Seminars: free to $100,000 per seminar or $0 to $10,000 per participant
Main office location
Hui Malama Financial Advisors LLC
Waianae HI, United States
Number of offices
1
Most active in
Hui Malama Financial Advisors LLC has reported serving >5 clients in these states in the last 12 months.
Hawaii
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
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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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
Quick links
Advisors at this firm
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