Cory Nakamura is a CFA, CFP-designated registered investment advisor at Creative Planning, based in Honolulu, HI, with 21 years of industry experience. Cory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 8 more. Their firm serves 100,298 clients with $300B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.25% |
Fees and billing methods are negotiable based on account size, householding, and complexity. Legacy clients from acquired firms may have different fee schedules.
Fee Estimator
Location
615 Pi'ikoi Street Suite 812, Honolulu, HI, 96814
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2025Employment History
Current Registrations
Creative Planning
Previous Registrations
Investment Management Hawaii
Mosaic Pacific Investment Advisors
Lee Financial Group INC.
State Registrations1 state
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
More Advisors
- Ryan Miyashiro, CFPKahala Financial Advisors, LLC
- Greg Miyashiro, CFPKahala Financial Advisors, LLC
- Kelly Fong, CFA, CFPCetera Investment Advisers LLC
- Linda Le, CFPEdward Jones
- Derek Sayegusa, ChFCState Farm Investment Management CORP.
- Megan Abbott, CFPEdward Jones