Masuda Lehrman Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Occupation focus
Fee options
Flat fee for 90-Day Retirement Roadmap, typically ranging from $4,200 to $8,400 based on complexity
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.85% $3,000,001+: 0.75%
Hourly Financial Planning Services charged at $300 per hour
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
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Business activities & affiliations
Is not active or affiliated with:
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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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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
Quick links
Advisors at this firm
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