Tafiti Uso
Tafiti Uso is a CFP-designated registered investment advisor at Pacific Wealth Partners, LLC, based in Honolulu, HI, with 17 years of industry experience. Tafiti operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 8 clients with $19M 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 $400K | 1.25% |
| $400K - $1.0M | 0.70% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.40% |
Fees are negotiable.
Fee Estimator
Location
Honolulu, HI
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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 ActivitiesSells Insurance
Tafiti is a member of DPL Financial Partners, LLC, an insurance networking agency, since February 2024. He consults with DPL to identify insurance solutions, assesses recommendations with clients, executes orders, and monitors client profiles, dedicating minimal time to this activity.
Employment History
Current Registrations
Pacific Wealth Partners, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Bancwest Investment Services, INC. (bwis) and Bwis D/b/a Fhis
Bancwest Investment Services, INC.Broker
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.