EN
CFP
EN
CFP

Evan Nishida

2 Years of Experience
Honolulu, HI
Broker

Evan Nishida is a CFP-designated registered investment advisor at Island Wealth Management, based in Honolulu, HI, with 2 years of industry experience. Evan 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

Evan is employed by Iolani School in Honolulu, Hawaii. This outside employment is not investment-related and takes about a quarter of his time.

Employment History
Current Registrations
Island Wealth Management
February 2026 - Present · 3 mos
LPL Financial LLC
December 2023 - Present · 2 yrs 5 mos
LPL Financial LLCBroker
October 2023 - Present · 2 yrs 7 mos
State Registrations1 state
HI
AdvisorBrokerBoth

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.