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Financial Planning Hawaii, Inc.

● SEC registered since 2026CRD 153930SEC# 801-135122Honolulu, HI
Export (members)
Reg. AUM
$376.2M
Employees
3
Accounts
693
Location
Honolulu, HI

Financial Planning Hawaii, Inc. assets under management

Financial Planning Hawaii, Inc. operates as an SEC-registered investment adviser based in Honolulu, HI. The firm has been registered since 2026. It reports $376.2 million in regulatory assets under management and employs 3 people.
linkedin.com/company/3200441/adminView on SEC.gov ↗

Financial Planning Hawaii, Inc. owners & executives

3 reported
NameTitleOwnershipSince
John H. Robinson Revocable Trust ControlOwnerOver 75%2010
Paul M MalloryChief Compliance OfficerUnder 5%2025
John Henry Robinson ControlCo-Trustee50-75%2001

Frequently asked questions

How much does Financial Planning Hawaii, Inc. manage?

Financial Planning Hawaii, Inc. reports $376.2 million in regulatory assets under management on its Form ADV.

How many employees does Financial Planning Hawaii, Inc. have?

Financial Planning Hawaii, Inc. reports 3 employees.

Where is Financial Planning Hawaii, Inc. located?

Financial Planning Hawaii, Inc. is based in Honolulu, HI and has been SEC-registered since 2026.

Does Financial Planning Hawaii, Inc. disclose fund performance?

Financial Planning Hawaii, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address677 Ala Moana Blvd., Suite 605, Honolulu, HI 96813
Phone808-564-0654
Fax808-466-4052
Office hours7 a.m. - 4p.m. Hawaii Standard Time
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$376.2M
Non-discretionary$0
Total (RAUM)$376.2M