Financial Planning Hawaii, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$376,230,000
Total clients
238
42% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
79
Average account size
$1,580,798
Client services
Financial planning
Portfolio management
Fee options
Flat-fee financial planning guidance ranging from $3,000 to $10,000 depending on complexity and scope
$0 - $499,999.99: 0.75% $500,000 - $999,999.99: 0.65% $1,000,000 - $2,999,999.99: 0.50% $3,000,000 - $3,999,999.99: 0.40% $4,000,000 - $4,999,999.99: 0.30% $5,000,000+: 0.10%
Fee-only: Flat fees individually negotiated, typically ranging from $3,000 to $10,000 for fee-only financial planning
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Financial Planning Hawaii, Inc.
677 Ala Moana Blvd., Suite 605
Honolulu HI 96813, United States
Number of offices
2
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