Financial Planning Hawaii (FPH) offers personalized financial planning and investment advice to individuals and families across the U.S. Services include investment advice, asset allocation, and securities selection. FPH also offers flat-fee financial planning without ongoing investment management. FPH uses a financial planning software platform (eMoney) to help clients organize and monitor their finances.
Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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