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Financial Planning Hawaii, Inc. CRD 153930
$382M regulatory AUM 13 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
677 Ala Moana Blvd. Suite 605, Honolulu, HI 96813 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-04-16 |
| PA | RA | APPROVED | 2024-05-31 |
| HI | RA | APPROVED | 2010-07-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Planning Hawaii, Inc. | Honolulu | HI | 03/2010 | Present |
| J.W. Cole Financial, Inc. | Tampa | FL | 05/2013 | 11/2025 |
| J. W. Cole Advisors, Inc. | Tampa | FL | 05/2013 | 12/2025 |
1. NEST EGG GURU, LLC/not investment-related/677 Ala Moana Blvd Suite 605 Honolulu HI 96813/CEO/July 2014/RETIREMENT PLANNING APPLICATION/SOFTWARE (WEB-BASED); 10-20 HRS/MONTH 2. Insurance license/investment-related/Honolulu, HI/insurance producer/May 2025/0 hours per month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-10-08 |
| S63 | Uniform Securities Agent State Law Examination | 1989-04-27 |
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