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Dalton Forsythe

Advisor at Tencap Wealth Coaching

Updated today

Location

Hauula, HI

Credentials

Series 63, Series 65

Industry experience

8 years

About

Dalton Forsythe is a financial advisor at TenCap Wealth Coaching with Series 63 and Series 65 licenses and eight years of industry experience. He has held roles at MassMutual Life Insurance Company and MML Investors Services, and currently serves as CFO and board member of the Inclusive Sports Foundation, a nonprofit focused on inclusivity in sports for special needs individuals. He is also the Assistant Athletic Director of Name, Image, and Likeness (NIL) at Utah State University. TenCap Wealth Coaching provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, and retirement plan sponsors. The firm offers tailored asset management and co-advisory services with third-party managers, operating from multiple offices and maintaining affiliations with other investment advisers and an insurance entity.

Client services

Based on Tencap Wealth Coaching

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Tencap Wealth Coaching

Retirement income strategy College savings (529s, UTMA, etc.) Business exit / sale strategy

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Fee options

Fixed

Financial planning fees up to $10,000, negotiable and based on complexity.

Percentage

$0 - $500,000: 1.15% $500,000 - $1,000,000: 1.05% $1,000,000 - $4,000,000: 0.75% $4,000,000+: 0.50%

Commissions

Independent insurance agents affiliated with the firm may earn commissions for insurance products in addition to advisory fees.

Other

Account minimum: $300,000

Location

Hauula, HI

Most active in

Hawaii · Idaho · Texas · Utah

Work history

Utah State University

2025 - Present (1 year)

Inclusive Sports Foundation

2024 - Present (2 years)

TenCap Wealth Coaching, LLC

2024 - Present (2 years)

Sole Proprietor Insurance Agent dba Freedom Ancillary Services

2020 - Present (6 years)

Freedom Financial Coaching, LLC

2019 - 2025 (6 years)

Peak Investment Coaching, LLC

2018 - 2019 (1 year)

Mass Mutual Investors Services

2018 - 2018 (1 year)

Mass Mutual Investors Services

2017 - 2018 (1 year)

MassMutual life Insurance Company

2016 - 2018 (2 years)

FULL-TIME STUDENT

2014 - 2017 (3 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Steven N

Series 63, Series 65

Wahiawa, HI

Aloha Wealthcare Management, LLC

Steven Nakao is the sole advisor at Aloha Wealthcare Management, LLC, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has been involved with Net Hawaii, Inc. since 1995, where he serves as a pension administrator providing third-party pension plan services. Aloha Wealthcare Management offers investment advisory, financial planning, and consulting services to individuals, trusts, pension plans, estates, and charitable organizations. The firm employs a non-discretionary investment approach that integrates fundamental, technical, and cyclical analysis with an emphasis on long-term asset allocation and periodic portfolio reviews.

Income planning Retirement withdrawal strategies General estate planning guidance Cash flow / budgeting Business exit / sale strategy
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Michael C

Series 63, Series 65

Mililani, HI

Planmember Securities Corporation

Michael Chinen is a financial advisor at PlanMember Securities Corporation with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Chinen & Arinaga Financial Group since 2018. Outside of financial services, he was involved with Inspire International dba Inspire Church from 2013 to 2019. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages unitized, risk-based mutual fund portfolios that range from conservative to aggressive.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Retirement income strategy Founder/Business Owner
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Joel K

Series 63, Series 65

Mililani, HI

Planmember Securities Corporation

Joel Kurata is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses. He has over five years of experience in the financial industry, including roles at American Pacific Mortgage and Barret Financial Group, as well as operating his own advisory practice. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation framework to manage risk-based mutual-fund portfolios and offers education and support services to plan sponsors and participants.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Retirement income strategy Founder/Business Owner
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Layne T

Series 63, Series 65

Mililani, HI

Planmember Securities Corporation

Layne Takayama is a financial advisor at PlanMember Securities Corporation with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at PlanMember since 2011. Takayama also serves as Vice President and Treasurer on the board of Chinen & Arinaga Financial Group, where he has been involved since 1995. Additionally, he provides financial education presentations as a certified educator for National Benefit Services. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation framework to manage unitized, risk-based mutual-fund portfolios and offers various education and support services to plan sponsors and participants.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Retirement income strategy Founder/Business Owner
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David A

Series 63, Series 65

Mililani, HI

Planmember Securities Corporation

David Arakaki is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with PlanMember since 2011 and also works with Chinen & Arinaga Financial Group, where he has provided financial advisory services since 2006. Outside of his advisory roles, Arakaki is involved in caregiving through the HMSA Quest Caregiver Program. PlanMember Securities Corporation provides retirement-plan advisory services, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through its PlanMember Asset Allocation Portfolios. The firm’s investment approach is based on a strategic asset allocation framework combined with risk-based mutual fund portfolios, supported by education and support services for plan sponsors and participants.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Retirement income strategy Founder/Business Owner
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Martin A

CFP®, ChFC®, Series 63, Series 65

Mililani, HI

Planmember Securities Corporation

Martin Arinaga is a financial advisor with PlanMember Securities Corporation in Mililani, HI, holding the CFP® and ChFC® designations and possessing 40 years of industry experience. He has served as a senior vice president and board member of Chinen & Arinaga Financial Group since 1992 and manages CAFG LLC, a commercial office leasing business. Additionally, he is actively involved in nonprofit work as president of the Central Oahu Senior Day Care Center and serves on the board of Walk with a Doc Oahu, a health-focused organization. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm utilizes a top-down strategic asset allocation framework and manages unitized, risk-based mutual fund portfolios tailored from conservative to aggressive risk profiles while offering education and support services to plan sponsors and participants.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Retirement income strategy Founder/Business Owner
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