Financial Vision Advisory Services, LLC

Financial Vision Advisory Services, LLC (CRD# 125195) is a financial advisory firm headquartered in Honolulu, HI. They manage $6,000,000 in 30 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Financial Vision Advisory Services, LLC
Showing 1 - 1 of 1 top financial advisors.
Sheldon Y. Shiira
CRD#: 1568086
4211 Waialae Avenue, Suite 201, Honolulu, HI 96816

Sheldon Shiira (CRD# 1568086) is an Investment Advisor Representative working at Financial Vision Advisory Services, LLC in Honolulu, HI and has over 31 years of experience in the finance industry. Sheldon Shiira has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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