OK
CFP
OK
CFP
Ohan Kayikchyan is a CFP-designated registered investment advisor at Alohana Financial, LLC, based in Durham, NC, with 7 years of industry experience. Ohan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Durham, NC
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
June 2021Employment History
Current Registrations
Alohana Financial, LLC
January 2026 - Present · 4 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
March 2021 - July 2021 · 4 mos
Wells Fargo Clearing Services, LLCBroker
September 2014 - July 2021 · 6 yrs 10 mos
State Registrations1 state
NC
Advisor
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.