Financial Planning Hawaii provides financial planning, portfolio management for individuals and small businesses, estate planning, insurance, and tax planning. Financial planning was provided to 11–25 clients last fiscal year.
Financial Planning Hawaii reports 241 clients. They include 139 individual clients and 102 high-net-worth individuals. Of its assets, 100.0% ($382M across 701 accounts) are managed with discretion. It advised 13 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 58% | 15% |
| High-net-worth individuals | 42% | 85% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 139 | $58.6M | 15.3% | $422K |
| High-net-worth individuals | 102 | $324M | 84.7% | $3.17M |
| Total | 241 | $382M | 100% | $1.59M |
- Clients
- 139
- Regulatory AUM
- $58.6M
- AUM share
- 15.3%
- Avg. per client
- $422K
- Clients
- 102
- Regulatory AUM
- $324M
- AUM share
- 84.7%
- Avg. per client
- $3.17M
Total
- Clients
- 241
- Regulatory AUM
- $382M
- AUM share
- 100%
- Avg. per client
- $1.59M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 13
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
Financial Planning Hawaii charges 0.10%–0.75% a year for its Continuous Financial Planning and Portfolio Management. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Fee-Only Financial Planning
- Fees are individually negotiated, with most expected to range from $3,000 to $10,000, and 50% payable in advance.
John H. Robinson Revocable Trust owns 50% to 75% of Financial Planning Hawaii and is in turn owned by John Robinson (50–75%). John Robinson is CEO; the leadership team includes Chief Compliance Officer Paul Mallory. It has 5 employees, 3 of them in advisory roles.
Staff
- 5 employees
- 3 in advisory functions
- 3 state-registered reps
- 1 insurance agent
- Owns 50% to 75% of Financial Planning Hawaii, Inc.
John H. Robinson Revocable Trust
Control person · since March 2010
- Owns 50% to 75% of John H. Robinson Revocable Trust
John Robinson
Control person · since January 2001
- Owns 25% to 50% of Financial Planning Hawaii, Inc.
Stacey M. Robinson Revocable Trust
since June 2024
- Owns 25% to 50% of Stacey M. Robinson Revocable Trust
Stacey Robinson
since January 2001
Besides its headquarters, Financial Planning Hawaii has 1 office (1 private residence, listed without an address), with 1 listed address in 1 state.
Hawaii · 1 listed address
- 677 Ala Moana BLVD., Suite 605, HonoluluHQ
Other business names
Financial Planning Hawaii has reported 1 other business name to the SEC.
- Fee-Only Planning Hawaii
Contact and registration details
- Legal name
- Financial Planning Hawaii, Inc.
- Headquarters
- 677 Ala Moana BLVD., Suite 605, Honolulu, HI 96813
- Website
- financialplanninghawaii.com
- Phone
- 808-564-0654
- @financial-planning-hawaii
- SEC file
- 801-135122
- Founded
- 2010
- Structure
- Hawaii corporation
- Fiscal year end
- December
Financial Planning Hawaii’s named custodian for separately managed accounts is Charles Schwab ($378M). Financial Planning Hawaii does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $378M100%
At year end, Financial Planning Hawaii’s separately managed accounts were mostly in funds (66%) and stocks (28%). Its reported 13F holdings for the quarter ended 30 June 2026 total $186M across 134 positions; the largest are Apple Inc. (9.7%), Vanguard Specialized Funds (5.8%) and Vanguard Index Fds (5.5%).
What the accounts hold
- Stocks28%
- Funds66%
- Cash5%
- Other1%
- Other includes various fixed-income and non-exchange traded equities.1%
How many clients does Financial Planning Hawaii have?
Financial Planning Hawaii has 241 clients and manages $382 million for them, as of September 2026. They include 139 individual clients and 102 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 8 September 2026
What services does Financial Planning Hawaii offer?
Financial Planning Hawaii provides financial planning, portfolio management for individuals and small businesses, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Financial Planning Hawaii charge?
Financial Planning Hawaii charges 0.10%–0.75% a year for its Continuous Financial Planning and Portfolio Management. The fee is billed in advance and is negotiable.
Which custodians does Financial Planning Hawaii use?
Financial Planning Hawaii’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $378M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 8 September 2026
How many financial advisors does Financial Planning Hawaii have?
Financial Planning Hawaii has 3 investment adviser representatives registered with state securities authorities, out of 5 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Financial Planning Hawaii invest in?
At the end of its last fiscal year, Financial Planning Hawaii’s separately managed accounts held 66% registered funds (mutual funds, ETFs, BDCs), 28% exchange-traded equities, 5% cash and equivalents and 1% other. The 1% other category is described as: Other Includes Various Fixed-Income and Non-Exchange Traded Equities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Financial Planning Hawaii?
Financial Planning Hawaii is owned through trusts by John Robinson and Stacey Robinson. Its direct owners are John H. Robinson Revocable Trust (50% to 75%) and Stacey M. Robinson Revocable Trust (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 8 September 2026
How does Financial Planning Hawaii get paid?
Financial Planning Hawaii is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Financial Planning Hawaii?
Financial Planning Hawaii’s main office is at 677 Ala Moana BLVD., Suite 605, Honolulu, HI 96813. Its phone number is 808-564-0654. Its website is financialplanninghawaii.com.