Honolulu, HI Office
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Financial Planning Hawaii, Inc.
Team
Firm-wide stats for Financial Planning Hawaii, Inc.
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.
Based on Financial Planning Hawaii, Inc.
Expertise
Based on Financial Planning Hawaii, Inc.
Location
Honolulu HI
Advisors at this office
2
Advisors at this office
Sawyer P
Series 65
Honolulu, HI
Financial Planning Hawaii, Inc.
Sawyer Patrick is a financial advisor with Financial Planning Hawaii, Inc., holding a Series 65 credential and beginning his advisory career in 2026. Prior to joining the firm, he worked in roles at Hawaiian Airlines, The Greenbrier Companies, Nike, and the University of Oregon Student Recreation Center. 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, favors passive equity allocations, and offers discretionary portfolio management alongside a fee-only planning service.
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.
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