Hui Malama Financial Advisors LLC logo

Hui Malama Financial Advisors LLC

Updated today

Client AUM

$0

Clients

0

Advisors

1

of 6 employees

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

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Fee options

Fixed

Financial Planning Fixed Fee: $500-$25,000

Percentage

$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%

Project-based

$325 per hour for special projects; $0-$325 per hour for participant education under Employee Benefit Plan Services

Subscriptions

Comprehensive Financial Planning ongoing fee: $100-$5,000 per month

Other

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

Waianae HI

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

Advisors at this firm

Abel S

CFP®, CPA, PFS™

Waianae, HI

Hui Malama Financial Advisors LLC

We focus on providing honest and personalized life and financial guidance, as independent fiduciary advisors and coaches, to help you achieve your most abundant life. We are comprised of our CEO who is a CPA/PFS, CFP and have psychologists on board for financial and life coaching to accompany our technical advising. Our founder, Abel Soares III, had the vision to build a group of member firms where he would be able to share and utilize his knowledge to give back to those trying to better themselves and their lives. As a devoted husband and proud father of two boys, Abel set out to start a business where he could build a legacy for his family and be available for his family and clients. Abel is part Native Hawai'ian; and he grew up in Southern California, Idaho, and Oahu, Hawai'i. Abel obtained his Masters in Accounting Taxation from Boise State University and went on to work for regional and international CPA and Consulting firms for over 5 years. In these roles, he learned a great deal about various types of business models, industries and the secrets to success. He started his own successful tax and consulting business after obtaining his CPA (Certified Public Accounting License), and soon after discovered his true passion in personal financial planning. After a total of 8 years in the accounting and financial arena, his vision began to grow on how he could best serve clients. Once he obtained his CFP (Certified Financial Planner) and PFS (Personal Financial Specialist) designations, his vision for Hui Malama Advisors LLC and the member firms started coming into focus. Along the way, he noticed that the biggest factor of effective financial management, outside of being educated about finances, was the individual's mindset. This meant that someone with expertise in addressing the human psyche was necessary to provide a more holistic approach to financial planning. Abel set out to find business partners who could help him turn his dreams into a reality. He naturally started with his best partner of all – his wife, Sadé - who is currently completing her doctoral degree in clinical psychology. Together, they made Abel’s vision a reality by incorporating both financial and life coaching; and Hui Malama Advisors LLC was born. Abel has paved his own path into the world of entrepreneur-ism and has also invested in other businesses. He looks forward to using his years of experience in financial planning, consulting, and accounting to assist you in living your most abundant life through The Hui Malama Advisors LLC member firms.

Business Financial Management Tax strategies for small businesses Founder/Business Owner Gen Y/Millennials (Born 1980-1995) Minorities
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