Monica Jennings
Jennings Financial Planning, Inc · Honolulu, Hawaii
Monica Jennings is a fee-only financial advisor at Jennings Financial Planning, Inc in Honolulu, Hawaii, who holds the CFP and MBA credentials.
- $38M
- Firm assets managed
- $525,000
- Firm's average account
- 2003
- First securities exam
How does Monica's firm compare?
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Jennings Financial Planning, Inc's average account is about $525,000, from its Form ADV (assets managed divided by 73 accounts).
Questions about Monica
Is Monica Jennings a fee-only financial advisor?
Yes. Monica Jennings is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Monica's firm.
How does Monica Jennings charge for financial advice?
Monica Jennings charges a percentage of assets.
How much does Monica Jennings charge?
According to Jennings Financial Planning, Inc's website, checked October 28, 2026: 1% a year on the first tier of assets managed.
Where is Monica Jennings based?
Monica Jennings is based in Honolulu, Hawaii.
What credentials does Monica Jennings hold?
Monica Jennings holds the CFP and MBA credentials.
Is Monica Jennings registered with the SEC?
Yes. Monica Jennings is registered as an investment adviser representative in HI (CRD 4755445), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Jennings Financial Planning, Inc manage?
Jennings Financial Planning, Inc reports $38.3M across 73 accounts in assets under management.
How do I contact Monica Jennings?
Through Monica Jennings's website, jenningsfp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| Firm | Jennings Financial Planning, Inc |
|---|---|
| Based in | Honolulu, Hawaii |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed |
| Assets under management | $38.3M across 73 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in HI · CRD 4755445 |
| Exams passed | Series 65 (2003) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | jenningsfp.com |
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Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Jennings Financial Planning, Inc 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 21, 2026.
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