HONOLULU, HICRD 153930Latest ADV February 17, 2026
Financial Planning Hawaii, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Honolulu, HI. Its latest Form ADV filing, dated February 17, 2026, reports $382M in regulatory assets under management, 5 employees, 1 office, and 701 accounts.
Assets Under Management
$382M
Employees
5
Offices
1 office
Total Clients
241
Primary office
HONOLULU, HI
677 ALA MOANA BLVD., SUITE 605, HONOLULU, HI, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 57.7% of total clients.
Top client categories% of clientsClients
1
Individuals
57.7%
139
2
HNWI
42.3%
102
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$382Mas of February 17, 2026
Discretionary100.0%
$382M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$382M
Total Accounts701
10Y AUM Change+$6M (+1.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee48:1
10Y Employee Change+2 (+66.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.