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Operator › Financial Advisor › Honolulu › Summit Financial Advisors

Summit Financial Advisors

Unclaimed★ 5.0 · 13 reviews·Since 2017
Summit Financial Advisors - Financial Advisor in Honolulu
Summit Financial Advisors photo 2
Summit Financial Advisors photo 3
13reviews
5.0rating
9yin business
nightlyrefresh
Operator Profile
5.0 rating
13 reviews across platforms
13 reviews
Nightly refresh
Where they stand

Tracked in Honolulu Financial Advisor.

With a flawless 5.0-star rating across 13 reviews and nine years serving Honolulu, Summit Financial Advisors has built a reputation for reliability. Their consistent client satisfaction speaks to genuine expertise in complex financial planning.

Gap to #1
  • Rating: 5.0/5 · Response rate: Tracking
  • Trust score: 34/100 · Profile score: 68/100
  • Market share: Tracking of Honolulu market
People (talent graph)

Who runs this business.

9 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 completeness68/100
Digital presence score0/100
Business profile

How they show up.

moderate

Summit Financial Advisors is a premier financial advisory firm serving the Honolulu, HI community with comprehensive wealth management and financial planning solutions. With a stellar 5.0-star rating from 13 satisfied clients, the team demonstrates exceptional expertise in helping individuals and families achieve their financial goals. Specializing in personalized financial guidance, Summit Financial Advisors offers tailored strategies designed to address each client's unique circumstances and objectives. Whether planning for retirement, managing investments, or building long-term wealth, their knowledgeable advisors provide professional insights and actionable recommendations. Located in Honolulu, Summit Financial Advisors is committed to delivering transparent, client-focused service that prioritizes your financial success. The firm's proven track record and outstanding client testimonials reflect their dedication to excellence and results-driven approach. Take control of your financial future today. Contact Summit Financial Advisors to schedule a consultation and discover how their expert guidance can help you build lasting wealth and achieve peace of mind.

Specialties

Retirement PlanningInvestment ManagementEstate PlanningTax PlanningInsurance ReviewCollege Savings

Areas served

WaikikiAla MoanaKakaakoDowntownManoaMakikiKaimukiKapahuluHawaii KaiSalt LakeMoiliili
Review analytics

What customers say.

13 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: 100k_500k
9
Est. team size
stable
Growth signal
Distress score0/100 (low)
Succession risk20/100
Recent activity, 30 days

What changed.

NightlyData refreshed from public sourcesLive

Data updated Apr 11, 2026

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Contact
(808) 527-••••
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summitfinancialhawaii.com
1163 S Beretania St., Honolulu, HI, 96814-1614
Quick stats
Trust score: 34/100
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Market position

#6
of 12 financial advisor in Honolulu
15 more reviews would move this business to #1 in Honolulu.
Browse all Financial Advisor in HonoluluPrevious top business: INPAC WEALTHNext top business: Agape Wealth Management LLC
#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
#9Smart Assets of Hawaii5.05Tracking
#10SEA Financial Hawaii5.05Tracking
#11Hawaii Financial Advisors, Inc.5.02Tracking
#12Coda Financial Group5.02Tracking