FINANCIAL PLANNING HAWAII, INC.
  • FINANCIAL PLANNING HAWAII, INC.
  • FEE-ONLY PLANNING HAWAII

Adviser Profile

As of Date 09/08/2026
Registration SEC, Approved, 02/06/2026
Other registrations (5)
Former registrations

FINANCIAL PLANNING HAWAII, INC.

ADV Location HONOLULU, HI, United States
Contact Info 808 xxxxxxx
Websites
AUM* 382,363,817
of that, discretionary 382,363,817
Number of Employees 5
of those in investment advisory functions 3
Private Fund GAV* 0
Avg Account Size 545,455
% High Net Worth 42.32%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

382M 328M 273M 218M 164M 109M 55M
2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees