Menu
Menu
Pearl + Martin Hebert - Financial Advisor in Honolulu, HI

Paladin Research Report For:

Pearl Martin Hebert

Wealth Planning Hawaii

LUTCF®
725 Kapiolani Blvd
Suite C-208
Honolulu, HI 96813
808-371-3785
Visit Website
https://www.wealthplanninghi.com

About Pearl Martin Hebert

At Wealth Planning Hawaii, we understand that each client has unique financial needs and aspirations. We believe in active listening and understanding our clients' unique circumstances, risk tolerance, and financial objectives. By taking a holistic approach and developing customized solutions, we strive to exceed our clients' expectations and deliver exceptional results.

Our team of experienced professionals brings together expertise in various domains, including wealth management, investment advisory, financial planning, and risk management. With a deep understanding of market trends, regulatory frameworks, and industry dynamics, we offer tailored strategies and personalized guidance to optimize financial outcomes

See Disclosures

General Information

Firm Start Year
CRD#
  • 4645598
Firm CRD#
  • 30833
Insurance License#
  • 305648
Name of Broker/Dealer
  • Centaurus Financial Inc
States Licensed in
  • HI, CA, TX, OR, NV
Years of Experience in Financial Services
  • 20
Number of Years with Current Firm
  • 1
Work with the following types of clients
  • Individual Investors, Federal Employees both GS and WG Levels, Businesses
Advisory Services Provided
  • Financial Advice & Consulting, Investment Advice & Management, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Insurance Products & Annuities

Compliance

Registered Investment Advisor
  • Yes
Registered Representative
  • Yes
Investment Advisor Representative
  • Yes
Acknowledged fiduciary
  • Yes
Compliance Disclosures in Last 5 years
  • I have a clean record
Criminal Disclosures in Last 5 years
  • I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations
  • LUTCF®
Securities Licenses
  • Series 63, Series 65, Series 26, Series 6
Insurance and Annuity Licenses
  • Annuity, Long Term Care, Casualty, Property, Accident, Variable Annuity, Life, Health, Variable Life, Disability

Compensation and Fees

Minimum Portfolio Size for New Managed Accounts
  • $50,000
Compensation Methods
  • Flat Fee, Based on Assets, Commissions

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures

https://www.paladinregistry.com/disclosure/1891541/paladinregistry-wealth-planning-hawaii-detailed-disclosure

BASIC INFORMATION NEEDED FOR THE INQUIRY

Paladin Advisors

PaladinRegistry is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. PaladinRegistry matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. PaladinRegistry, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

Connect with us

  • Office Address
    12150 Monument Drive, Suite 700
    Fairfax, VA, 22033
  • Telephones
    Tel: 703-651-2060
    Fax: 703-259-4487
  • Social Networks

Learn More

Copyright 2023 Paladin Registry. All rights reserved.