Wealth Manager
    Manages Private Funds

    Financial Planning Hawaii, Inc.

    Registered investment advisor · Honolulu, Hawaii · CRD #153930

    Assets Under Management
    $382M
    Client Accounts
    701
    Employees
    5
    CRD Number
    153930
    Registration
    STATE Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Financial Planning Hawaii, Inc.

    Financial Planning Hawaii, Inc. is a registered investment advisory firm headquartered in Honolulu, Hawaii, managing approximately $382M in regulatory assets across 701 client accounts. The firm's full regulatory record is filed with the SEC under CRD #153930.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Financial Planning Hawaii, Inc.

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Financial Planning Hawaii, Inc.'s AUM?

    Financial Planning Hawaii, Inc. reports approximately $382M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Financial Planning Hawaii, Inc. headquartered?

    Financial Planning Hawaii, Inc. is headquartered in Honolulu, Hawaii.

    What is Financial Planning Hawaii, Inc.'s CRD number?

    Financial Planning Hawaii, Inc.'s CRD number is 153930. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Financial Planning Hawaii, Inc. manage?

    Financial Planning Hawaii, Inc. manages approximately 701 client accounts according to its latest SEC filing.

    Is Financial Planning Hawaii, Inc. SEC registered?

    Financial Planning Hawaii, Inc. is registered as a STATE investment adviser.

    Similar advisors in Hawaii

    Ckw Financial Group, LLC
    Honolulu, HI · $2.5B AUM
    Asset Management Group of Bank of Hawaii
    Honolulu, HI · $1.3B AUM
    Cadinha & Co LLC
    Honolulu, HI · $1.1B AUM
    The Rice Partnership, LLC
    Honolulu, HI · $985M AUM
    Blacksand Capital, LLC
    Honolulu, HI · $506M AUM
    Regency Capital Management Inc.
    Honolulu, HI · $364M AUM
    See all top RIA firms in Hawaii →

    Research firms like Financial Planning Hawaii, Inc. at scale

    Search 43,000+ investment firms and 640,000+ contacts by AUM, custodian, state, and strategy.

    Start Free Trial