Financial Planning Hawaii, Inc.

Overview

Financial Planning Hawaii, Inc. is an independent, SEC-registered advisory corporation that provides financial planning and portfolio management services primarily to individuals and families, as well as small business clients. The firm uses a mix of fee arrangements — percentage of assets under management, hourly charges and fixed fees — to serve clients. It identifies as a non-ESG investor and is not described as a pension consultant or related adviser. The firm does not act as a capital allocator; instead it places client capital with third-party managers and pooled vehicles when alternatives are used. Citywire recognized the firm in 2026 as part of its "50 Growers Across America" list.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices