Pearl + Martin Hebert - Financial Advisor in Honolulu, HI

Paladin Research Report For:

Pearl Martin Hebert

Wealth Planning Hawaii

725 Kapiolani Blvd
Suite C-208
Honolulu, HI 96813

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

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General Information

Firm Start Year
  • 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


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

Additional Detailed Disclosures