FINANCIAL PLANNING HAWAII, INC.
Firm details
- Headquarters
- HONOLULU, Hawaii
- CRD number
- 153930
- Registered since
- February 6, 2026
- Website
- www.fphawaii.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI84.67%
- Individuals15.33%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Financial Planning Hawaii, Inc. is a corporate, independent registered investment adviser that provides financial planning and portfolio management services to individual and family clients, as well as small businesses. The firm is SEC-registered (2026) and reports a fee model that includes a percentage of assets under management, hourly charges, and fixed fees. According to filings the firm does not identify as an active ESG investor and focuses on traditional financial planning and discretionary portfolio management rather than pension consulting or acting as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds66%
- Exchange Traded Equities28%
- Cash & Cash Equivalents5%
- Other1%
Contacts
3 of 5SUSAN GABOR
Financial PlannerCRD 4120190
ITAAT HUSAIN
Financial AdvisorCRD 3027500
PAUL MALLORY
Registered Investment AdviserCRD 4954768
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 43Active vs passive
$89.7M in ETFs
80%
$71.7M
5%
$18M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD DIVIDEND APPRECIATION INDEX FUND (VIG) | Vanguard | $9.7M | 44,972 | 10.78% |
Location
HONOLULU, HI
HONOLULU
Location
HONOLULU, HI
Headquartered in HONOLULU, HI, in the West of the United States.
- Region
- West
- County
- HONOLULU
- Address
- 677 Ala Moana Blvd
- Time zone
- HT (UTC-10)
- Office locations
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