Financial Planning Hawaii, INC.: new SEC registration, $382M AUM, Honolulu, HI
Financial Planning Hawaii, INC. (Honolulu, Hawaii): new SEC registration, $382M AUM, Honolulu, HI. Its amount of 382 is above the median of 134 (83rd percentile). Dated 272 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 382 · 83th percentile of 1,149 NewRiaPulse records · 2.9x the median
Free preview: all 11 published fields of this record are shown below. Locked: 2 related HI NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Financial Planning Hawaii, INC. |
| Legal name | Financial Planning Hawaii, INC. |
| CRD | 153930 |
| Status | Approved |
| Registered with the SEC | 2026-02-06 |
| Latest Form ADV filing | 2026-09-08 |
| Location | Honolulu, HI, United States |
| Regulatory AUM | $382,363,817 |
| Accounts | 701 |
| Employees | 5 |
| Website | https://facebook.com/financialplanninghawaii |
| amount percentile | 83th of 1,149 (median 134, 2.9x median) |
| Peer records CSV (3 HI records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-02-06
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (HI first): Acp Investment Management · Vanguard Capital Management, LLC · Vanguard Portfolio Management, LLC · Caxton Associates LLP · Mic Capital Management Uk LLP · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Financial Planning Hawaii, INC. and 3 Hawaii peers
- Hawaii NewRiaPulse records like this one: 3
- Financial Planning Hawaii, INC.'s amount: 83rd percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Hawaii peer: $600 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $382M under management.
- Website on file.
What is the NewRiaPulse record for Financial Planning Hawaii, INC. in Honolulu, Hawaii?
Financial Planning Hawaii, INC. received SEC registration as an investment adviser (2026-02-06) with $382,363,817 in regulatory assets under management, based in Honolulu, HI.
How does Financial Planning Hawaii, INC. compare to other Hawaii NewRiaPulse records?
Its amount of 382 sits in the upper half (83th percentile) of 1,149 records; the median is 134. It is 272 days old; check the official source for later updates before acting.
Financial Planning Hawaii, INC. vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Financial Planning Hawaii, INC. | Honolulu, HI | 382 | 83rd | 2026-02-06 |
| Herndon Plant Oakley LTD | Corpus Christi, TX | 155 | 58th | 2026-09-11 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
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NewRiaPulse: $100M-$500M NewRiaPulse: records in Hawaii NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.