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Financial Planning Hawaii is an SEC-Registered Investment Adviser (RIA). Registration as an investment adviser does not imply any level of skill or training. 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 investment adviser representive's professional experience, educational background, and disclosure history.

Financial Planning Hawaii's 2026 SEC Form ADV | Financial Planning Hawaii's 2026 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.

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. 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.

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