Financial Planning Hawaii, Inc.
● SEC registered since 2026CRD 153930SEC# 801-135122Honolulu, HI
Reg. AUM
$382.4M
Employees
5
Accounts
701
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 $382.4 million in regulatory assets under management and employs 5 people.
Financial Planning Hawaii, Inc. owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John H. Robinson Revocable Trust Control | Owner | 50-75% | 2010 |
| John Henry Robinson Control | Chief Executive Officer | Under 5% | 2010 |
| Paul M Mallory | Chief Compliance Officer | Under 5% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Financial Planning Hawaii, Inc. manage?
Financial Planning Hawaii, Inc. reports $382.4 million in regulatory assets under management on its Form ADV.
How many employees does Financial Planning Hawaii, Inc. have?
Financial Planning Hawaii, Inc. reports 5 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
| Address | 677 Ala Moana Blvd., Suite 605, Honolulu, HI 96813 |
| Phone | 808-564-0654 |
| Fax | 808-466-4052 |
| Office hours | 7 a.m. - 4p.m. Hawaii Standard Time |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$382.4M▲ 2%
Dec '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 55%
Larger than 45% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$382.4Mregulatory AUM
Discretionary $382.4M