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info@fphawaii.com
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Disclaimer
Financial Planning Hawaii is an SEC-Registered Investment Adviser (RIA). For verification of Financial Planning Hawaii's regulatory status, all website visitors are encouraged to visit the SEC Investor Advisor Public Disclosure website. The site allows you to search by firm name and by adviser name. It provides detailed information about the firm's business model and each investement adviser representive's professional experience, educational background, and disclosure history.
Financial Planning Hawaii's 2025 SEC Form ADV | Financial Planning Hawaii's 2025 Customer Relationship Summary
Additional Disclosures
Although representatives of Financial Planning Hawaii may review client tax and legal documents, deliver tax-reporting documents, and raise awareness of potential tax and/or estate planning related mistakes or opportunities, none of this information should be construed as constituting specific tax or legal advice. All clients are encouraged to consult with their respective CPAs and/or attorneys for such guidance.
Although representatives of Financial Planning Hawaii may review client tax and legal documents, deliver tax-reporting documents, and raise awareness of potential tax and/or estate planning related mistakes or opportunities, none of this information should be construed as constituting specific tax or legal advice. All clients are encouraged to consult with their respective CPAs and/or attorneys for such guidance.
SEC Regulation S-P is a rule that requires investment advisors to protect customers' nonpublic personal information. It mandates that these institutions have policies for safeguarding data, properly disposing of consumer reports, and providing customers with privacy notices and opt-out options for information sharing. Recent amendments have enhanced these requirements by expanding data breach notification rules and service provider oversight. As part of its Compliance with this rule, FPH will only share private information with you electronically via encrypted email or secure file transfer through eMoney or Advyzon. Clients are strongly discouraged from sending personal information such as birthdates, social security numbers and account numbers to us via unsecure email.
100% of Financial Planning Hawaii's client assets under management are custodied with Charles Schwab. Except for the payment of advisory fees, all checks delivered to Financial Planning Hawaii should be made payable to Charles Schwab.
Financial Planning Hawaii personnel do not maintain separate brokerage or insurance company affiliations. As such, its financial planners are held to the SEC's fiduciary standard of care at all times.
677 Ala Moana Boulevard
Suite 605
Honolulu, HI 96813
United States
First Name
John
Last Name
Robinson
Company Description
We are committed to providing comprehensive financial planning guidance that extends far beyond mere portfolio management. We take our fiduciary obligation to our clients very seriously. We strive to be our clients' most trusted financial advisor.