Fee-Only Planning Hawaii

Fee-Only Planning Hawaii (FOPH) and our sister company, Financial Planning Hawaii (FPH), provide highly personalized, deep-dive financial planning for individuals and families across the U.S.

FOPH does one-time flat fee planning reviews that address investment and portfolio managment, tax planning, insurance risk management, employee benefits, estate planning, asset registration an beneficaries, debt management, creditor protection, and more.

FPH provides the same comprehensive guidance guidance for consumers who are also seeking ongoing portfolio management. Our pricing model is a competitive tiered asset-based fee structure that starts at .75% on the first $500k and declines to .1% above $5 million.

Clients under both models receive free permanent access to a user-friendly financial planning software platform that enables them to easily centralize, organize, monitor, and maintain all aspects of their financial life.

Financial Planning hawaii and Fee Only Planning Hawaii operate as an SEC-Registered Investment Adviser (RIA) and we are held to a strict fiduciary standard at all times.

Our founder, J.R. Robinson, has 35 years of professional experience, has published award winning research on retirement income sustainability, and is a recognized industry thought leader whose commentary has appeared in virtually every national financial news media outlet. He is also the founder of retirement simualtion software-maker Nest Egg Guru.