FINANCIAL PLANNING HAWAII, INC.
CRD #153930 SEC #801-135122 HONOLULU, HI 808-564-0654
SEC Registered
Total AUM
$376.2M
Discretionary
$376.2M
Employees
3
Clients
11
Accounts
693
Firm Details
- Organization Type
- Corporation
- State of Formation
- Hawaii
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 9, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MALLORY, PAUL, M | I | CHIEF COMPLIANCE OFFICER | NA | |
| JOHN H. ROBINSON REVOCABLE TRUST | DE | OWNER | E | Control |
Registrations
Federal
IA
Dec 9, 2025 REGISTERED
Notice Filings (3)
HI MA PA
Address
677 ALA MOANA BLVD.SUITE 605
HONOLULU, HI 96813
United States
Phone: 808-564-0654