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 registered investment adviser that focuses on comprehensive financial planning and portfolio management for individuals and small businesses. The firm is registered with the SEC (registered in 2026) and serves a client base made up primarily of individual and family relationships. Its advisory fees are charged in a mix of percentage-of-AUM, hourly, and fixed-fee arrangements, and its stated advisory activities emphasize financial planning services alongside discretionary portfolio management. The firm was noted by Citywire in 2026 in its "50 Growers Across America" listing.
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 6
Susan Gabor
Financial PlannerCRD 4120190
Laurey Shintani
Investment Adviser RepresentativeCRD 6685297
Itaat Husain
Financial AdvisorCRD 3027500
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 47Active vs passive
$98.7M in ETFs
80%
$79.2M
5%
$19.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $11M | 29,515 | 11.20% |
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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