Mahalo Advisory Services, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$2,797,856
Clients
32
Advisors
1
of 1 employees
About
Mahalo Advisory Services provides personalized financial planning and investment management to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. Services described in the brochure include cash-flow and tax planning, insurance reviews, education and retirement planning, and direct asset management delivered on a consultative basis.
The firm delivers portfolio management on a non-discretionary basis, documenting client objectives in investment policy statements and using fundamental, technical and cyclical analysis to inform recommendations; clients authorize trades before execution and accounts are reviewed periodically. Financial planning and consulting are offered as discrete engagements alongside ongoing investment oversight, with custodians holding client assets.
Noteworthy features relative to peers include an affiliated insurance practice in which the managing member spends the majority of his time and may offer insurance products outside the advisory services (a disclosed conflict of interest), the inclusion of charitable organizations among the firm’s client types, and a reported asset base that is primarily non‑discretionary rather than discretionary. These operational characteristics distinguish the firm from many independent, solo-advisor shops.
Client services
Expertise
Fee options
Financial planning fixed fees negotiable up to $2,500
$0 - $250,000: 2.00% annually $250,001 - $500,000: 1.75% annually $500,001 - $1,000,000: 1.50% annually $1,000,001 - $2,500,000: 1.00% annually $2,500,001 - $5,000,000: 0.75% annually $5,000,001+: 0.50% annually
$350 per hour for financial planning services
Fee-only: Financial planning fixed fees negotiable up to $2,500; hourly fees $350/hour
Main office
Huntington Beach CA
Advisors at this office
1
Most active in
California
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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