ALOHANA PRICING
Trust begins with honesty.
We lead with complete transparency and clarity— because true wealth is built on trust, hence we share our pricing openly.
What To Expect
As a fiduciary, we are legally and ethically bound to act in your best interest — always. That means no commissions, no kickbacks, and no hidden payments from any company or organization.
Our only source of compensation is you — our client. No one else pays us, influences us, or stands between our advice and your goals or dreams.
You can trust that every recommendation is made with your best interest, and only your best interest, at heart.
Our work together begins with a minimum annual planning fee
After our complimentary 30-minute heart-to-heart conversation we will give you a quote that may be adjusted based on complexity factors such as business planning, stock options, rental real estate, or alternative assets.
The quoted fee will cover comprehensive financial life planning—everything from investments and retirement income to tax and protection strategies, and the deeper, more heartfelt work of aligning your money with what truly matters to you.
| Category | Min. Fee |
|---|---|
| Individuals | $5,000 |
| Couples | $8,000 |
If you choose to have Alohana manage your investments, your planning fee may be reduced or waived entirely, depending on your assets under management (AUM).
Our investment management fee schedule
There are no account minimums.
Though we charge a percentage of assets under management like many advisory firms, that’s where the similarities end.
Fees can be paid directly from your managed accounts or via ACH—whichever brings more ease to your life.
No surprises. No sales pressure.
| Investment Range | Rate |
|---|---|
| $0 – $1,000,000 | 1.00% |
| $1,000,001 to $5,000,000 | 0.75% |
| $5,000,001 and above | 0.50% |
At Alohana, we believe in science—not speculation.
That’s why our investment approach is grounded in decades of evidence-based research and real-world results. Instead of chasing trends or reacting to noise, we follow time-tested principles that bring clarity, confidence, and long-term harmony to your wealth.
The Alohana Difference
Our true difference lies in how we begin. While most financial advisors begin straight with numbers, our work begins with deep listening—creating space for your story, your values, your dreams that often go unspoken, and the life you’re longing to live. We reveal the why behind your wealth and align your finances with what truly matters.
At Alohana, your heart leads the conversation, and our work goes beyond the numbers. Together, we step back to view your entire financial life from a bird’s-eye perspective and explore what a joyful, meaningful, and fulfilling life looks and feels like for you.
If you’re searching for more than just financial advice—and you feel called toward harmony, clarity, and a life that truly feels your own—I invite you into a conversation. Together, we’ll explore whether we’re the right fit to walk this meaningful path toward your purpose and inner peace.
