Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The PlanMember Program advisory fee for PlanMember Elite, PlanMember Advisor-Fidelity and PlanMember Strategist accounts is based on tiered fee schedules. For accounts established prior to January 1, 2025, fees range from 2.00% for accounts up to $250,000 to 1.55% for accounts of $1,000,000 or more. For Investment & Savings Program accounts established on or after January 1, 2025, fees range from 1.85% on the first $100,000 to 1.45% on assets above $1,000,000. For Workplace Savings Program accounts established on or after January 1, 2025, fees range from 2.00% for the first $100,000 to 1.45% on assets above $1,000,000. For PlanMember Advisor-SBL accounts, fees are 1.25% for SecureDesigns and Variflex Variable Annuity Contracts and 2.00% for SFR Mutual Fund Program Accounts. These fees may be discounted on a case-by-case basis. Other fees related to the custody and servicing of the account and not related to the advisory services may apply.
Areas of Practice
Advisor Information
Office location
95-119 Kamehameha Hwy, Suite A, Mililani, HI, 96789-3393
Get directionsRegulatory History (2)
Customer Dispute
March 2013Customer Dispute
May 2002Other Business ActivitiesSells Insurance
Alan is the President & CEO and Chairman of the Board for Chinen & Arinaga Financial Group, where he offers investments, fixed, and health insurance products, dedicating full-time hours. He also has several other business activities, including being an agent for Scarborough Alliance Group, owning commercial real estate, and being involved with multiple charitable organizations.