Itaat Husain
Itaat Husain is a registered investment advisor at Financial Planning Hawaii, INC., based in Honolulu, HI, with 27 years of industry experience. Itaat 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
677 Ala Moana Blvd., Suite 605, Honolulu, HI, 96813
Get directionsHistory
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
Itaat is a notary public since 2013, spending minimal time notarizing documents. He also operates under the DBA Financial Planning Hawaii, which involves fixed insurance and investment-related activities, taking minimal time.
Employment History
Current Registrations
Financial Planning Hawaii, INC.
Previous Registrations
J. W. Cole Advisors, INC.
J.W. Cole Financial, INC.Broker
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors Financial Network, LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations1 state
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.