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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 07-15-2010
- Office Locations
- 3
Office Locations
About Financial Planning Hawaii, Inc.
Financial Planning Hawaii provides fee-only, flat-fee financial planning reviews for DIY investors and clients seeking an objective second opinion. The firm reviews portfolios and delivers specific investment recommendations, plus guidance on tax/estate issues, insurance risk management, Social Security, benefits, and retirement plans—clients handle implementation and monitoring. Each engagement includes 90-day access to its online planning platform, plus Password Guru and estate-document drafting support.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 254 clients, or 84.7 clients per representative. That equates to $1.5M in reported AUM per client.
The profile lists 3 reported office locations and 16 years in operation. The source data was last updated on February 17, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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AdvizorPro subscribers can review Financial Planning Hawaii, Inc.'s detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Financial Planning Hawaii, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
PAUL M MALLORY
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
JOHN HENRY ROBINSON
Chief Executive Officer, General Partner
- CRD
- #1928697
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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SUSAN DIANE GABOR
Certified Financial Planner, Client Happiness Consultant
- CRD
- #4120190
ITAAT HUSAIN
--
- CRD
- #3027500
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $382,363,817 | $545,455 |
| Non-Discretionary | $0 | -- |
| Total | $382,363,817 | $545,455 |
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Separately Managed Accounts
SMA allocation detail is available
Financial Planning Hawaii, Inc. has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Financial Planning Hawaii, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.