Krystal Emge is a registered investment advisor at Island Wealth Management, based in Honolulu, HI, with 41 years of industry experience. Krystal operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more.
Compensation
Firm Size
IM Fee
Fee Structure
Island Wealth Management charges flat fees for financial planning services, ranging from $2,000 to $20,000, depending on the scope and complexity of the engagement.
Location
500 Ala Moana Blvd Ste 417, Seven Waterfront Plaza, Honolulu, HI, 96813-4925
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Krystal operates Island Wealth Management as a DBA for her LPL business, dedicating full-time hours to it. She also provides financial planning and consulting services through Takemayu, LLC, an independent investment advisor firm, spending about 10-20% of her time on this activity.
Employment History
Current Registrations
Island Wealth Management
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Prudential Investment Management Services LLCBroker
Prudential Retirement Services, INC.Broker
Prudential Asset Management Company Securities CorporationBroker
Benefitscorp Equities, INC.Broker
Sunamerica Securities, INC.Broker
Southmark Financial Services, INC.Broker
The Prudential Insurance Company of AmericaBroker
G. T. Murray & CO.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.