Scott Tonai is a CFP-designated registered investment advisor at Andrews Advisory Associates, LLC, based in Honolulu, HI, with 9 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 245 clients with $240M 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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.60% |
| $5.0M - $20.0M | 0.50% |
| $20.0M - $100.0M | 0.40% |
| $100M+ | 0.40% |
Fees are negotiable. Fee schedule varies based on client type (Comprehensive Wealth Management, Investment Management Services, Group 401(k) Plans).
Fee Estimator
Location
1003 Bishop Street, Suite 1808, Honolulu, HI, 96813
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 →Other Business Activities
Scott works part-time as a recreational assistant at the Navy Marine Golf Course, handling tee times, retail sales, and recreational assistance. He also owns rental real estate and employs a property manager to handle renting and maintenance, dedicating minimal time to this.
Employment History
Current Registrations
Andrews Advisory Associates, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
LPL Financial LLCBroker
LPL Financial LLC
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
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.