Jennings Financial Planning, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Jennings Financial Planning, Inc. provides investment management and financial planning for individuals, trusts, charitable organizations, small businesses and participant-directed retirement plans. Services include portfolio management for individual and institutional accounts, retirement-plan consulting, participant education, and written financial planning engagements.
The firm follows a long-term, asset-class approach rooted in Modern Portfolio Theory, implementing diversified portfolios primarily with passively managed ETFs and no-load mutual funds (including use of DFA funds) and documenting allocations in written investment policy statements. It uses Monte Carlo analysis and model portfolios in planning, typically manages accounts on a discretionary basis, and may engage a third‑party sub‑adviser and back‑office provider for portfolio implementation; the strategy can also incorporate interval funds, market‑neutral and alternative‑lending exposures or individual fixed‑income holdings where suitable for tax or client circumstances.
Compared with many peers, the firm advises charitable organizations, corporate clients and pension/profit‑sharing plans and provides pension consulting and ERISA fiduciary advice for retirement plans, in addition to serving individual investors. The adviser also maintains an affiliation with an accounting firm to coordinate tax and accounting matters and has a documented business continuity and succession arrangement with a third‑party sub‑adviser to help ensure continuity of client services.
Client services
Expertise
Occupation focus
Fee options
Standard flat fees generally range from $9,350 to $29,000 per year, billed quarterly in advance
$0 - $750,000: 1.00% $750,001 - $1,500,000: 0.75% $1,500,001 - $4,000,000: 0.50% $4,000,001+: 0.35%
Financial planning consultation fees at $350 per hour
Account minimum: $750,000 Minimum fee: Minimum annual fee of $10,000 for advisory services Fee-only: Flat fees ranging generally from $9,350 to $29,000 per year; Financial planning consultation fees at $350 per hour
Main office
615 Piikoi Street, Suite 1507
Honolulu HI 96814
Advisors at this office
1
Most active in
Hawaii
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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.
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