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FINANCIAL PLANNING HAWAII, INC.
CRD 153930 · SEC 801-135122
677 ALA MOANA BLVD., SUITE 605, HONOLULU, HI, 96813, United States
Phone
808-564-0654
Fax
808-466-4052
Registration
— (—)
Source
State registered
Total AUM
$382.4M
Discretionary AUM
$382.4M
Team
5 total employees; 3 advisory reps; 13 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 139 | $58.6M |
| High net worth individuals | 102 | $323.7M |
All web addresses on file
Official SEC filing: View on IAPD