BK

Brian Haruo Kurihara

42 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
145 advisors
Number of Clients
14,510 clients
Average Client Portfolio
$367K average
Assets Under Management
$5.3B

Fee Structure

Hourly Rate:Up to $300/hr

LFAS offers financial planning services billed hourly (not to exceed $300/hour) or as a fixed fee, both of which are negotiable. Annual consulting services are also available with negotiable fees, payable monthly or quarterly. For asset management, fees are negotiable, with a maximum of 2.50%. The Participant Asset Management Program has a maximum fee of 1.25%, also negotiable. ICA Platform Program fees do not exceed 2.5% annually and are negotiable.

Areas of Practice
Retirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInvestment Management
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Advisor Information

Office location

Honolulu, HI

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Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Level Four Advisory Services
December 2021 - Present · 4 yrs 1 mo
Level Four Financial, LLCBroker
September 2019 - Present · 6 yrs 4 mos
Previous Registrations
Level Four Financial, LLC
October 2019 - December 2021 · 2 yrs 2 mos
Harbor Financial Services, LLC
September 2019 - October 2019 · 1 mo
Cantella & Co., INC.
May 2003 - October 2019 · 16 yrs 5 mos
Cantella & Co., INC.Broker
April 2002 - October 2019 · 17 yrs 6 mos
Royal Alliance Associates, INC. Broker
January 1997 - May 2002 · 5 yrs 4 mos
Keogler, Morgan & Company, INC.Broker
March 1991 - January 1997 · 5 yrs 10 mos
Painewebber Incorporated Broker
March 1990 - March 1991 · 1 yr
Titan/value Equities Group, INC.Broker
January 1983 - March 1990 · 7 yrs 2 mos
Hart-Patterson & Associates, INC.Broker
September 1982 - November 1982 · 2 mos
State Registrations8 states
ARAZCOFLHINVTNWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.