A complete list of active advisors currently associated with SEA Financial Hawaii

Warmer can help you find a great advisor at SEA Financial Hawaii or one who fits your needs even better.

SEA Financial Hawaii (doing business as The Wheeler Group LLC) provides fee-only investment management and financial planning to individuals and high‑net‑worth clients. The firm's initial Form ADV filing describes portfolio management for individual accounts and both project‑based and ongoing financial planning, and it reports no assets under management as of the brochure date. SEA develops client‑specific investment policies and asset allocation targets through personal consultations, using a mix of passive and active strategies and analysis methods that include fundamental, technical, and Modern Portfolio Theory. Investment management is delivered on a non‑discretionary basis with clients able to impose written restrictions, and financial planning engagements produce written plans and may be ongoing or project‑based. What is noteworthy relative to peers is the firm's use of multiple fee arrangements—hourly, fixed project fees, and recurring fixed fees for ongoing planning—which is uncommon for firms in this category. The firm also does not serve as a private fund adviser, does not offer performance‑based or wrap fee programs, and implements trades on an individual (non‑aggregated) basis while recommending custody through an institutional custodian.

To learn more about the advisors currently working at SEA Financial Hawaii, 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.