Sophia Saiki is a CFP-designated registered investment advisor at Island Wealth Management, based in Honolulu, HI, with 1 years of industry experience. Sophia 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
Firm Size
IM Fee
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.
Location
500 Ala Moana Blvd Ste 417, Seven Waterfront Plaza, Honolulu, HI, 96813-4925
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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
Sophia provides administrative support to Island Wealth Management Inc., an independent financial planning firm, dedicating full-time hours to this activity. She also operates Island Wealth Management as a DBA for her LPL business, also dedicating full-time hours to this activity.
Employment History
Current Registrations
Island Wealth Management
LPL Financial LLC
LPL Financial LLCBroker
State Registrations1 state
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