John Robinson
John Robinson is a registered investment advisor at Financial Planning Hawaii, INC., based in Honolulu, HI, with 36 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.75% |
| $500K - $1000K | 0.65% |
| $1.0M - $3.0M | 0.50% |
| $3.0M - $4.0M | 0.40% |
| $4.0M - $5.0M | 0.30% |
| $5M+ | 0.10% |
Fees are negotiable.
Fee Estimator
Location
Honolulu, HI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
John is the CEO of Nest Egg Guru, LLC, a retirement planning software company, dedicating about 10-20% of his time. He is also the owner of Financial Planning Hawaii, a fee-only financial planning firm, and sells fixed insurance and annuity contracts, spending variable hours on this.
Employment History
Current Registrations
Financial Planning Hawaii, INC.
Previous Registrations
J. W. Cole Advisors, INC.
J.W. Cole Financial, INC.Broker
Financial Advisers of America, LLC
Financial Advisers of America, LLCBroker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
A. G. Edwards & Sons, INC.Broker
Hibbard Brown & CO., INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.