Financial Planning Hawaii, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Financial Planning Hawaii, Inc. provides comprehensive financial planning and investment advisory services to individual investors, families, and small businesses nationwide. The firm offers ongoing continuous financial planning with discretionary portfolio management and a separate flat‑fee, fee‑only planning service offered under the DBA Fee‑Only Planning Hawaii.
FPH grounds its investment advice in academic frameworks such as Modern Portfolio Theory, the Efficient Market Hypothesis, and Random Walk concepts, typically favoring passive core equity allocations (index funds and ETFs) and discouraging frequent trading or market timing. For fixed‑income needs it generally prefers individual CDs, Treasuries, agency, corporate and municipal bonds with laddering, and it uses client access to eMoney plus a firm‑developed retirement simulation tool to model planning scenarios.
Distinctive features relative to many peers include the firm’s recent addition of discretionary investment management and its SEC registration, along with roughly $382 million in AUM managed by a four‑adviser team. The firm also retains eMoney access for one‑time planning clients, discloses an affiliation between a firm principal and a subscription planning software company, and reports that it does not aggregate client trade orders—operational and affiliation details that prospective clients may want to review.
Client services
Expertise
Fee options
Flat-fee financial planning services offered, fees negotiated individually, typically $3,000 to $10,000
$0 - $499,999.99: 0.75% annually $500,000 - $999,999.99: 0.65% annually $1,000,000 - $2,999,999.99: 0.50% annually $3,000,000 - $3,999,999.99: 0.40% annually $4,000,000 - $4,999,999.99: 0.30% annually $5,000,000+: 0.10% annually
Insurance commissions earned by some representatives for insurance product sales
Fee-only: Negotiated fees ranging from $3,000 to $10,000 depending on complexity and scope
Main office
See office677 Ala Moana Blvd., Suite 605
Honolulu HI 96813
Advisors at this office
2
Offices (3)
Most active in
California · Hawaii · Massachusetts · New York · Pennsylvania
Also doing business as
Fee Only Planning Hawaii · Financial Planning Hawaii, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Itaat H
Series 63, Series 65
Honolulu, HI
Financial Planning Hawaii, Inc.
Itaat Husain is a financial advisor at Financial Planning Hawaii, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.W. Cole Advisors, Inc., J.W. Cole Financial, Inc., and Wells Fargo Advisors Financial Network LLC. Outside of advising, he is a notary public in Honolulu, HI. Financial Planning Hawaii, Inc. provides comprehensive financial planning and investment advisory services to individuals, families, and small businesses nationwide. The firm emphasizes academic investment frameworks such as Modern Portfolio Theory and typically favors passive core equity allocations alongside fixed-income laddering strategies.
Laurey S
Series 66
Honolulu, HI
Financial Planning Hawaii, Inc.
Laurey Shibuya is a financial advisor with Financial Planning Hawaii, Inc. She holds a Series 66 designation and has six years of industry experience. Her prior roles include positions at Thrivent Investment Management Inc. and J.W. Cole Advisors, Inc., as well as various financial services firms in Honolulu. She is also affiliated with the University of Hawaii. Financial Planning Hawaii, Inc. provides comprehensive financial planning and investment advisory services to individuals, families, and small businesses nationwide. The firm emphasizes academic investment frameworks and offers both discretionary portfolio management and fee-only planning services through a four-adviser team managing approximately $382 million in assets.
John R
Series 63, Series 65
Honolulu, HI
Financial Planning Hawaii, Inc.
John Robinson is a financial advisor with Financial Planning Hawaii, Inc., holding Series 63 and Series 65 designations and 36 years of industry experience. He has worked at Financial Planning Hawaii since 2010 and was previously with J. W. Cole Advisors, Inc. and J.W. Cole Financial, Inc. Robinson is also CEO of NEST EGG GURU, LLC, a web-based retirement planning application. Financial Planning Hawaii, Inc. provides comprehensive financial planning and investment advisory services to individual investors, families, and small businesses nationwide. The firm emphasizes academic investment frameworks and predominantly uses passive equity allocations combined with fixed-income laddering, offering both discretionary portfolio management and flat-fee, fee-only planning services.
Susan G
CFP®, Series 63, Series 66
Saylorsburg, PA
Financial Planning Hawaii, Inc.
Susan Gabor is a CFP® professional with 25 years of experience in the financial services industry. She is currently with Financial Planning Hawaii, Inc. and has previously worked at Ameriprise Financial Services, Inc. for 17 years, among other firms. Financial Planning Hawaii, Inc. offers comprehensive financial planning and investment advisory services to individuals, families, and small businesses across the country. The firm emphasizes academic-based investment strategies, primarily using passive core equity allocations and fixed-income ladders, and provides both discretionary portfolio management and fee-only planning services.
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