J.R. Robinson
We do comprehensive financial planning for individuals and families in the mid-market affluent space.
Financial Planning Hawaii · Honolulu, Hawaii
J.R. Robinson is a fee-only financial advisor at Financial Planning Hawaii in Honolulu, Hawaii. J.R. charges a one-time planning fee, a percentage of assets and a flat fee or retainer (one-time plans from $3,000) and focuses on small business owners, retirement planning and family wealth transfer.
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Specialties
Who they serve
- HENRY (High Earners, Not Rich Yet)
- Executives
- Founders
- Pre-retirees
- Retirees
- Multi-generational families
- Early-career professionals
About
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.
Services
- 401(k) & IRA Management
- Asset Allocation
- College/Education Planning
- Education Planning
- Estate Planning
- Financial Planning
- Insurance Planning
- Investment Management
- Retirement Planning
- Social Security Planning
- Tax Strategy
- Risk Management
- Pension Planning
- Portfolio Management
- Insurance/Risk Management
- Financial Advice & Coaching
- Debt Management
- Charitable Giving
Facts
| Firm | Financial Planning Hawaii |
|---|---|
| Based in | Honolulu, Hawaii |
| Fee model | One-time planning fee · Percentage of assets · Flat fee or retainer |
| Fees (firm's website) | One-time plans from $3,000 |
| Assets under management | $100M - $500M |
| Firm founded | 2010 |
| Firm size | 2 - 5 employees |
| Investment approach | Passive management |
| Firm size | 5 employees |
| Website | feeonlyplanninghawaii.com |
| Profile |
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Questions about J.R.
Is J.R. Robinson a fee-only financial advisor?
Yes. J.R. Robinson is listed in the public advisor directory (listed as fee-only).
How does J.R. charge for financial advice?
J.R. charges a one-time planning fee, a percentage of assets and a flat fee or retainer.
How much does J.R. charge?
According to Financial Planning Hawaii's website, checked October 28, 2026: one-time plans from $3,000.
Where is J.R. Robinson based?
J.R. Robinson is based in Honolulu, Hawaii.
What does J.R. specialize in?
J.R.'s specialties include small business owners, retirement planning, family wealth transfer, pension planning, flat-fee planning and estate & legacy planning. J.R. works with HENRY (High Earners, Not Rich Yet), executives, founders, pre-retirees and retirees.
How much does Financial Planning Hawaii manage?
Financial Planning Hawaii reports $100M - $500M in assets under management.
How do I contact J.R. Robinson?
Through J.R.'s website, feeonlyplanninghawaii.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- Public advisor directory : listed as fee-only
- Financial Planning Hawaii website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 25, 2026.
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