Wealth Manager
    Manages Private Funds

    Jennings Financial Planning, Inc.

    Registered investment advisor · Honolulu, Hawaii · CRD #129430

    Assets Under Management
    $38M
    Client Accounts
    73
    Employees
    1
    CRD Number
    129430
    Registration
    STATE Registered

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

    About Jennings Financial Planning, Inc.

    Jennings Financial Planning, Inc. is a registered investment advisory firm headquartered in Honolulu, Hawaii, managing approximately $38M in regulatory assets across 73 client accounts. The firm's full regulatory record is filed with the SEC under CRD #129430.

    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 Jennings Financial Planning, Inc.

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    Frequently Asked Questions

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

    Jennings Financial Planning, Inc. reports approximately $38M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Jennings Financial Planning, Inc. headquartered?

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

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

    Jennings Financial Planning, Inc.'s CRD number is 129430. 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 Jennings Financial Planning, Inc. manage?

    Jennings Financial Planning, Inc. manages approximately 73 client accounts according to its latest SEC filing.

    Is Jennings Financial Planning, Inc. SEC registered?

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

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