firm profile
Financial Planning Hawaii, Inc.
Overview
Financial Planning Hawaii, Inc. is an SEC registered investment adviser based in Honolulu, HI, registered since 2010. It reports $382M in assets under management across 701 accounts, with 5 employees. It has 5 investment adviser representatives.
- Reported AUM
- $382M
- Discretionary
- 100%
- Accounts
- 701
- Average account
- $545K
- Employees
- 5
- Advisory reps
- 5
- Registered since
- 2010
- Jurisdictions
- 5
As reported in the firm's September 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets
Executive officers 2 of 2
- John Henry Robinson Chief Executive Officer CRD 1928697
- Paul M Mallory Chief Compliance Officer CRD 4954768
Advisory reps 3 of 5
- Susan Diane Gabor Investment Adviser Rep CRD 4120190
- Itaat Husain Insurance Agent · Investment Adviser Rep CRD 3027500
- Sawyer Patrick Investment Adviser Rep CRD 8327236
2 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 677 Ala Moana Blvd Ste 605
Honolulu, HI 96813 - County
- Honolulu
- Metro area
- Urban Honolulu, HI
- Region
- West
Registrations
- SEC registered
- Registered in 5 jurisdictions
- Website: fphawaii.com
Every state, with registration dates
Similar firms near Honolulu
- CKW Financial Group, LLCHonolulu, HI$2.5B AUM
- Asset Management Group of Bank of HawaiiHonolulu, HI$1.3B AUM
- Cadinha & Co LLCHonolulu, HI$1.1B AUM
- The Rice Partnership, LLCHonolulu, HI$985M AUM
- Blacksand Capital, LLCHonolulu, HI$506M AUM
request a demo
See what we have on Financial Planning Hawaii, Inc.
We'll walk you through the full profile and how to find more firms like this one.