# Financial Planning Hawaii, Inc.

> Financial Planning Hawaii, Inc. is an SEC-registered investment advisory firm in Honolulu, HI, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 8, 2026.

- CRD: 153930
- Filed as: FINANCIAL PLANNING HAWAII, INC.
- Also doing business as: FEE-ONLY PLANNING HAWAII
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Honolulu, HI
- Filing period: October 2026
- Form ADV filing dated: September 8, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/153930
- AdvisorCensus page: https://advisorcensus.com/firm/financial-planning-hawaii-inc-honolulu-hi-153930

## Quick answers

**How is Financial Planning Hawaii, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Financial Planning Hawaii, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Financial Planning Hawaii, Inc. located?**
Financial Planning Hawaii, Inc.'s principal office is in Honolulu, HI, according to its Form ADV.

**Is Financial Planning Hawaii, Inc. registered with the SEC or a state?**
Financial Planning Hawaii, Inc. is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 153930.

**How much does Financial Planning Hawaii, Inc. manage?**
Financial Planning Hawaii, Inc. reports $382,363,817 in regulatory assets under management in its Form ADV filing dated September 8, 2026 (100% discretionary).

**What types of clients does Financial Planning Hawaii, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (139); high net worth individuals (102).

**Which custodians does Financial Planning Hawaii, Inc. use?**
Financial Planning Hawaii, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Financial Planning Hawaii, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/153930

**What changed in Financial Planning Hawaii, Inc.'s recent Form ADV filings?**
In the October 2026 filing data: Registered or notice-filed in CA, NY.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $382,363,817
- Discretionary: $382,363,817
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 139 | $58,628,008 |
| High net worth individuals | 102 | $323,735,809 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2026 (0 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, HI, MA, NY, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [feeonlyplanninghawaii.com](https://feeonlyplanninghawaii.com)
- [fphawaii.com](https://fphawaii.com)
- Facebook @financialplanninghawaii
- Instagram @hawaiisnesteggguru
- LinkedIn @financial-planning-hawaii
- TikTok @hawaiisnesteggguru
- YouTube @hawaiisnesteggguru

## Changes in the filing (last 12 months)

### October 2026
- Registered or notice-filed in CA, NY.

### March 2026
- Newly registered with the SEC.

### February 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Financial Planning Hawaii, Inc. (CRD 153930): Form ADV filing data as of October 2026.