Stakeholder Enterprise
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Stakeholder Enterprise provides financial planning, investment monitoring and consulting, and curated analysis of crowdlending and angel/venture opportunities to individuals, trusts, estates, charitable organizations, corporations and other entities. The firm’s offerings are accessible to retail (non‑high‑net‑worth) clients and are delivered through structured plans and periodic monitoring rather than through discretionary asset management.
The firm’s investment approach combines macroeconomic analysis and asset allocation with an “on demand income” strategy that directs leftover cash flow into peer‑to‑peer promissory notes and similar crowdlending vehicles that generate amortized monthly payments. Clients access account‑aggregation technology and a client portal for periodic reviews, and the firm provides online courses, plan implementation support, and due diligence for Regulation A+ and Regulation Crowdfunding opportunities.
Compared with peers, Stakeholder Enterprise relies on packaged flat fees and subscription monitoring and also uses hourly billing for additional work instead of percentage‑of‑AUM charges, and it does not custody client assets or accept commissions. The firm restricts some monitoring services to clients who purchase higher‑tier plans and discloses any personal or related‑party investments in Regulation A/CF offerings when those securities are recommended.
Client services
Financial planning
Portfolio management
Expertise
Income planning
Retirement income strategy
College savings (529s, UTMA, etc.)
Real estate investing
Fee options
Financial planning flat fees: On Demand Income Plan $199; Enhanced On Demand Income Plan $349; Crowd Investor Plan $499; Angel Investor Plan $599; Financial Plan Service $699; Additional plans $299.
$150 per hour, calculated in 15-minute increments, applied to plans requiring extraordinary time.
Fee-only: Financial Planning Services ranging from $199 to $699 flat fees; Investment Monitoring Services from $49/month ($499 annually) to $249/month; hourly fee of $150 for extraordinary time on plans.
Main office location
Stakeholder Enterprise
Honolulu HI, United States
Number of offices
2
Most active in
Stakeholder Enterprise has reported serving >5 clients in these states in the last 12 months.
California · Hawaii
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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