A complete list of active advisors currently associated with Masuda Lehrman Wealth
Warmer can help you find a great advisor at Masuda Lehrman Wealth or one who fits your needs even better.
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.
To learn more about the advisors currently working at Masuda Lehrman Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Honolulu, HI
| 10
|
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