CRD: 153930
Financial Planning Hawaii, Inc.
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- 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.
Team overview
Insights
Asset Classes
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
PAUL M MALLORY
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
JOHN HENRY ROBINSON
Chief Executive Officer, Financial Advisor, General Partner
- CRD
- #1928697
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
SUSAN DIANE GABOR
--
- 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 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing