Financial Planning Hawaii, Inc.
Financial Planning Hawaii, Inc. is an SEC-registered wealth manager in Honolulu, HI with $382.4M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Financial Planning Hawaii, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 153930, SEC 801-135122, data through 2026-02-17.
- AUM (assets under management / regulatory AUM)
- $382.4M (2026-02-17)
- Firm type
- Wealth Manager
- Location
- Honolulu, HI
- Employees
- 5
- Clients
- 241
- CRD
- 153930
- Ownership
- ROBINSON, JOHN, HENRY; STACEY M. ROBINSON REVOCABLE TRUST; MALLORY, PAUL, M; Robinson, Stacey, M; JOHN H. ROBINSON REVOCABLE TRUST
How much AUM does Financial Planning Hawaii, Inc. have?
Financial Planning Hawaii, Inc. reported $382.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-17).
Who owns Financial Planning Hawaii, Inc.?
Disclosed owners and executives of Financial Planning Hawaii, Inc. include ROBINSON, JOHN, HENRY, STACEY M. ROBINSON REVOCABLE TRUST, MALLORY, PAUL, M, Robinson, Stacey, M, JOHN H. ROBINSON REVOCABLE TRUST. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.