A complete list of active advisors currently associated with Financial Planning Hawaii, Inc.

Warmer can help you find a great advisor at Financial Planning Hawaii, Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at Financial Planning Hawaii, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.