Financial Planning Hawaii, Inc.
Firm details
- Headquarters
- Honolulu, Hawaii
- CRD number
- 153930
- Registered since
- February 6, 2026
- Website
- www.fphawaii.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI84.67%
- Individuals15.33%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Financial Planning Hawaii, Inc. is an independent, corporation-form registered investment adviser that lists its SEC registration year as 2026. The firm serves individual and family clients with a mix of financial planning and discretionary portfolio management for individuals and small businesses. Its fee model combines percentage-of-AUM billing with hourly and fixed-fee engagements. The firm is not identified as an active ESG investor, and its organizational profile indicates it is not a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds66%
- Exchange Traded Equities28%
- Cash & Cash Equivalents5%
- Other1%
Contacts
3 of 5
Susan Gabor
Financial PlannerCRD 4120190
Itaat Husain
Financial AdvisorCRD 3027500
Paul Mallory
Registered Investment AdviserCRD 4954768
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 44Active vs passive
$99.5M in ETFs
80%
$79.6M
5%
$19.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD DIVIDEND APPRECIATION INDEX FUND (VIG) | Vanguard | $10.8M | 45,622 | 10.85% |
Location
Honolulu, HI
Honolulu
Location
Honolulu, HI
Headquartered in Honolulu, HI, in the West of the United States.
- Region
- West
- County
- Honolulu
- Address
- 677 Ala Moana Blvd
- Time zone
- HT (UTC-10)
- Office locations
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