Jennings Financial Planning, Inc at a glance
- One of 30 fee-only firms based in Hawaii in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 18 individual clients, 12 of them high net worth.
- Its average account is about $525,000 (assets it manages divided by its 73 accounts).
Facts
| Based in | Honolulu, Hawaii |
|---|---|
| Website | jenningsfp.com |
| [email protected] | |
| Phone | (808) 792-0088 |
Questions about Jennings Financial Planning, Inc
How much does Jennings Financial Planning, Inc charge?
Jennings Financial Planning, Inc publishes these prices: asset-based fee: 1% a year on the first tier of assets. We found this on its website, checked October 28, 2026.
How is Jennings Financial Planning, Inc paid?
Jennings Financial Planning, Inc's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Jennings Financial Planning, Inc have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Jennings Financial Planning, Inc.
What is the average account at Jennings Financial Planning, Inc?
Jennings Financial Planning, Inc's average account is about $525,000. That's the assets on its Form ADV divided by its 73 accounts.
Jennings Financial Planning, Inc fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"On the first $750,000" source
"Fees for personal wealth management services are calculated according to the schedule below and charged quarterly." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $38 million |
| Individual clients | 6 |
| High-net-worth clients | 12 |
| Accounts managed | 73 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | February 20, 2026 |
| SEC record | CRD 129430 |