Ilan Amir is a registered investment advisor at Shomer Hawaii, LLC, based in Kaneohe, HI, with 11 years of industry experience. Ilan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 14 clients.
Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Fee Structure
Investment management only (planning not offered)
- Fees for educational seminars and workshops are estimated based on travel, expenses, time, and materials costs. These fees are negotiable and billed to the plan sponsor with itemized expenses.
- One-time fees for special projects outside the scope of pension consulting services are negotiated based on the project's size and complexity and detailed in a written agreement.
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Location
Kaneohe, HI
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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 →Employment History
Current Registrations
Shomer Hawaii, LLC
May 2023 - Present · 3 yrs
Previous Registrations
Oneamerica Securities, INC.Broker
January 2015 - April 2023 · 8 yrs 3 mos
State Registrations1 state
HI
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.