Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 |
|---|---|---|---|
| HI | RA | APPROVED | 2025-12-02 |
Branch Locations
677 Ala Moana Blvd. Suite 605, Honolulu, HI 96813 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Honolulu | HI | 05/2009 | 08/2018 |
| J.W. Cole Financial, Inc. | Tampa | FL | 08/2018 | 11/2025 |
| J.W. Cole Advisors, Inc. | Tampa | FL | 08/2018 | 12/2025 |
| Financial Planning Hawaii, Inc. | Honolulu | HI | 10/2025 | Present |
1. NOTARY PUBLIC; NOT INVESTMENT RELATED; HONOLULU, HI; START DATE 6/3/2013; < 1 HOUR PER MONTH; 0 DURING TRADING; DUTIES ARE NOTARIZING DOCUMENTS. 2. Insurance license/investment-related/Honolulu, HI/licensed insurance producer/July 2025/1 hour per month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 1998-05-06 |
Reach out to this advisor