BE
CFP
BE
CFP

Brian Enoka

30 Years of Experience
Honolulu, HI
Broker

Brian Enoka is a CFP-designated registered investment advisor at Island Wealth Management, based in Honolulu, HI, with 30 years of industry experience. Brian 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
Fixed/Hourly
Firm Size
5 advisors
IM Fee
Planning only

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.

One-Time Plan:$2,000 - $20,000
Loading...

Location

500 Ala Moana Blvd Ste 417, Seven Waterfront Plaza, Honolulu, HI, 96813-4925

Get directions

History

Regulatory History
Clean regulatory record

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

Brian acts in a fiduciary capacity for the IWM Hawaii 401k retirement plan, dedicating minimal time. He also provides financial planning and consulting services through Island Wealth Management, LLC, spending about 10-20% of his time, and operates Island Wealth Management, Inc. as a DBA for his LPL business, dedicating full-time hours.

Employment History
Current Registrations
Island Wealth Management
May 2020 - Present · 6 yrs
LPL Financial LLC
November 2008 - Present · 17 yrs 6 mos
LPL Financial LLC
November 2008 - Present · 17 yrs 6 mos
LPL Financial LLCBroker
November 2008 - Present · 17 yrs 6 mos
Previous Registrations
Aig Retirement Advisors, INC.
June 2001 - November 2008 · 7 yrs 5 mos
Aig Retirement Advisors, INC.Broker
January 1998 - November 2008 · 10 yrs 10 mos
The Variable Annuity Marketing CompanyBroker
September 1995 - December 2001 · 6 yrs 3 mos
State Registrations19 states
AKARAZCACOFLHIIDMDMINVNYORPASCTXVAWAWV
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.