Martin Wheeler is a registered investment advisor at Sea Financial Hawaii, based in Honolulu, HI, with 8 years of industry experience. Martin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.95% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.65% |
Fees are negotiable and accounts of members of the same household may be aggregated.
Fee Estimator
Location
Honolulu, HI
Get directionsHistory
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 →Employment History
Current Registrations
Sea Financial Hawaii
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Securities America Advisors, INC.
Securities America, INC.Broker
Pruco Securities, LLC.Broker
Prudential Financial Planning Services
Mutual of Omaha Investor Services, 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