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FINANCIAL PLANNING HAWAII, INC.

HONOLULU, HI · CRD 153930 · IAPD ↗ · 808-564-0654

$382.4MRegulatory AUM
3Advisory reps
5Employees
13Clients
11-25Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
October 2026 — FINANCIAL PLANNING HAWAII, INC. notice-filed in CA, NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
98
March 2026 — FINANCIAL PLANNING HAWAII, INC. (HONOLULU, HI) is newly SEC-registered with $382.4M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.