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Operator › Financial Advisor › Honolulu › Smart Assets of Hawaii

Smart Assets of Hawaii

Unclaimed★ 5.0 · 5 reviews·Since 2010
5reviews
5.0rating
16yin business
nightlyrefresh
Operator Profile
5.0 rating
5 reviews across platforms
5 reviews
Nightly refresh
Where they stand

Tracked in Honolulu Financial Advisor.

Smart Assets of Hawaii's perfect 5.0-star rating reflects genuine client satisfaction and trust. Their dedicated team in Honolulu has built their reputation on delivering tailored financial advice that resonates with local clients seeking comprehensive wealth management.

Gap to #1
  • Rating: 5.0/5 · Response rate: Tracking
  • Trust score: Tracking/100 · Profile score: 63/100
  • Market share: Tracking of Honolulu market
People (talent graph)

Who runs this business.

5 employees estimated.
Email addresses are blurred for anonymous visitors. Sign up free to see contact details.
Marketing intelligence

Where they spend to grow.

Ad channels detected from public campaign data. Spend estimates are directional.
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Estimated monthly ad spend
Not detected
Google Ads
detected
Meta Ads
detected
Yelp Ads
detected
Technology stack

What they run on.

Detected via public website scan, booking flows, and review response tooling.
Profile completeness63/100
Digital presence score0/100
Business profile

How they show up.

moderate

Smart Assets of Hawaii is a trusted financial advisory firm serving Honolulu and the surrounding communities. With a perfect 5.0-star rating based on client reviews, this dedicated team of financial advisors provides comprehensive financial planning and investment guidance tailored to meet the unique needs of Hawaii residents. Whether you're looking to build wealth, plan for retirement, manage investments, or navigate complex financial decisions, Smart Assets of Hawaii delivers expert insights and personalized strategies. Their commitment to client success and transparent, professional service has earned them an outstanding reputation in the Honolulu area. The advisors stay current with market trends and tax strategies specific to Hawaii to help clients achieve their financial goals. From initial consultation to ongoing portfolio management, Smart Assets of Hawaii provides the guidance you need to make informed financial decisions. Contact Smart Assets of Hawaii today to schedule your consultation and discover how their expert financial advisory services can help secure your financial future.

Specialties

Retirement PlanningInvestment ManagementEstate PlanningTax PlanningInsurance ReviewCollege Savings

Areas served

WaikikiAla MoanaKakaakoDowntownManoaMakikiKaimukiKapahuluHawaii KaiSalt LakeMoiliili
Review analytics

What customers say.

5 reviews.
Sentiment mix
Positive 1%
Neutral 99%

Market position

Loading market rank and neighboring financial advisor in Honolulu.
Browse all Financial Advisor in HonoluluPrevious top businessNext top business
Predicted events, 12 weeks

What happens next.

Forecasts based on review velocity, ad spend trajectory, and competitive positioning.
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Expected to hold #1 position
in ~6 weeks at current velocity
Confidence 72%
Review velocity trend: stable
Monitoring velocity
Confidence 65%
Market competition stable
Based on ad spend and new entrant signals
Confidence 58%
Capitalization events

Funding and financing history.

SBA loans, PPP, debt issuances sourced from SBA, SEC, and court filings.
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DateEventSource
-No capitalization events detectedSBA, SEC, court filings
Market context

Honolulu Financial Advisor market.

Businesses
-
Avg rating
5.0
Data refresh
Nightly
See the full Financial Advisor in Honolulu market report.
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Revenue intelligence

Revenue and operational signals.

Revenue band: under_100k
5
Est. team size
stable
Growth signal
Distress score0/100 (low)
Succession risk50/100
Recent activity, 30 days

What changed.

NightlyData refreshed from public sourcesLive

Data updated Apr 16, 2026

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Contact
(808) 527-••••
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specialneedshawaii.com
1163 S Beretania St, Honolulu, HI, 96814
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Market position

#10
of 12 financial advisor in Honolulu
23 more reviews would move this business to #1 in Honolulu.
Browse all Financial Advisor in HonoluluPrevious top business: SEA Financial HawaiiNext top business: Hawaii Financial Advisors, Inc.
#BusinessRatingReviewsResponse
#1Andrews Advisory Associates, LLC5.027Tracking
#2Fee-Only Planning Hawaii5.023Tracking
#3Masuda Lehrman Wealth5.018Tracking
#4Financial Planning Hawaii5.017Tracking
#5INPAC WEALTH5.014Tracking
#6Summit Financial Advisors5.013Tracking
#7Agape Wealth Management LLC5.06Tracking
#8WestPac Wealth Partners (Hawaii)5.06Tracking
#9SEA Financial Hawaii5.05Tracking
#10Smart Assets of Hawaii5.05Tracking
#11Hawaii Financial Advisors, Inc.5.02Tracking
#12Anton Financial5.02Tracking