TE
CFP
TE
CFP

Troy Enoka

7 Years of Experience
Honolulu, HI
Broker

Troy Enoka is a CFP-designated registered investment advisor at Island Wealth Management, based in Honolulu, HI, with 7 years of industry experience. Troy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more.

Compensation
Fixed/Hourly
Firm Size
5 advisors
IM Fee
Planning only

Fee Structure

Island Wealth Management charges flat fees for financial planning services, ranging from $2,000 to $20,000, depending on the scope and complexity of the engagement.

One-Time Plan:$2,000 - $20,000
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Location

500 Ala Moana Blvd Ste 417, Seven Waterfront Plaza, Honolulu, HI, 96813-4925

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History

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.

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Other Business Activities

Troy is a Registered Investment Advisor (IAR) with Island Wealth Management, providing financial planning and consulting services, dedicating about 10-20% of his time. He also operates Island Wealth Management as a DBA for his LPL business, dedicating full-time hours to this.

Employment History
Current Registrations
Island Wealth Management
March 2021 - Present · 5 yrs 2 mos
LPL Financial LLCBroker
July 2018 - Present · 7 yrs 10 mos
LPL Financial LLC
July 2018 - Present · 7 yrs 10 mos
LPL Financial LLC
July 2018 - Present · 7 yrs 10 mos
State Registrations19 states
AKARAZCACOFLHIIDMDMINVNYORPASCTXVAWAWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.