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Masuda Lehrman Wealth

Updated today

Client AUM

$28,370,330

Clients

44

Advisors

1

of 1 employees

About

Masuda Lehrman Wealth provides fee‑only financial planning and investment management primarily for individual and high‑net‑worth clients. Its services include a flat‑fee 90‑Day Retirement Roadmap for limited‑scope planning, Implementation and Ongoing Wealth Management, hourly planning, and educational seminars or speaking engagements.

The firm follows a two‑stage process that begins with a 90‑day planning engagement to test retirement sustainability and produce a prioritized implementation roadmap, then moves to ongoing wealth management that coordinates a monthly retirement paycheck, a written down‑market portfolio plan, lifetime tax mapping, and estate planning. Investment implementation emphasizes asset allocation and may use passive index funds, socially conscious options on request, or third‑party managers (including Betterment); accounts can be managed on either a discretionary or non‑discretionary basis, and as of September 12, 2026 the firm reported roughly $26.19M in discretionary and $2.18M in non‑discretionary assets.

Noteworthy aspects include the front‑loaded, flat‑fee 90‑Day Retirement Roadmap and an active offering of educational seminars and speaking engagements for groups — services less commonly offered by peers. The firm is fee‑only, integrates automated third‑party portfolio services into its implementation options, and operates with a relatively small client base (about 44 clients and approximately $28.37M in assets), which shapes its individualized planning orientation.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Retirement income strategy General tax planning Business ownership considerations College savings (529s, UTMA, etc.)

Occupation focus

Founder/Business Owner

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Fee options

Fixed

Flat fee for 90-Day Retirement Roadmap, typically ranging from $4,200 to $8,400 based on complexity

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.85% $3,000,001+: 0.75%

Project-based

Hourly Financial Planning Services charged at $300 per hour

Other

Account minimum: $500,000 Minimum fee: Minimum annual fee of $8,500 for Implementation and Ongoing Wealth Management Fee-only: Flat fee between $4,200 to $8,400 for 90-Day Retirement Roadmap; $300/hour for Hourly Financial Planning Services

Main office

Honolulu HI

Advisors at this office

1

Most active in

Hawaii

Also doing business as

Masuda Lehrman Wealth · Masuda Lehrman Wealth LLC

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

Daniel L

CFP®

Honolulu, HI

Masuda Lehrman Wealth

Hi! I’m Daniel Masuda Lehrman, a fee-only fiduciary financial planner based in Honolulu, Hawaii. I'm originally from Ann Arbor, Michigan and a proud University of Michigan alum. I work with clients locally in Honolulu and virtually nationwide. With nearly 10 years of experience as a financial advisor at the Big Three (Vanguard, Fidelity, Schwab), I’ve helped hundreds of families retire successfully or manage their wealth responsibly. Financial planning isn’t just about investments—it’s about making informed decisions that impact every aspect of your life. From retirement planning and tax strategies to managing risks and ensuring your estate is in order, a truly comprehensive financial plan should bring all the pieces together. Following the CFP Board’s Financial Planning Process, I work closely with my clients to evaluate their full financial picture and create strategies tailored to their goals. Whether you’re planning for retirement, adjusting after the loss of a spouse, or navigating major financial transitions, I provide clear, objective guidance to help you move forward with confidence. I serve retirees, widows, and those preparing for retirement, both locally in Honolulu, Hawaii, and virtually across the country. My goal is to simplify complex financial decisions so you can focus on what matters most. Clients I’ve worked with were looking for a good listener who was honest, knowledgeable, anticipated their needs, skilled at explaining concepts in layman's terms, and could confidently help them make good financial decisions. They’ll tell you I helped them transition into a new phase of life or enjoy their retirement with confidence and certainty. So whatever you’re dealing with, you can trust that I’ll connect with you on a human level and be there for you. If that resonates with you, I’d love to talk to you! Visit my website at www.HawaiiAdvisor.com to learn more!

Inherited wealth General retirement planning Wealth management Founder/Business Owner Baby Boomers (Born 1946-1964)
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