Monica Jennings is a CFP-designated registered investment advisor at Jennings Financial Planning, INC., based in Honolulu, HI, with 22 years of industry experience. Monica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 18 clients with $38M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.00% |
| $750K - $1.5M | 0.75% |
| $1.5M - $4.0M | 0.50% |
| $4M+ | 0.35% |
Flat fee option generally ranges from $9,350 to $29,000 per year. Minimum annual fee of $10,000.00 applies.
Fee Estimator
Contact
Monica Jennings
Location
615 Piikoi Street, Suite 1507, Honolulu, HI, 96814
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 →Employment History
Current Registrations
Jennings Financial Planning, INC.
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.
Exams
Additional Information
As a member of Buckingham Strategic Partners, our ability to collaborate with you in designing and implementing customized solutions is enhanced by the support of an expansive team of professionals with a wide-ranging depth of knowledge and experience.
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