Jennings Financial Planning, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 20, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“Financial planning consultation fees will be $350 per hour.”

Annual fee

$9,350⁠-⁠$29,000/yr

“JFP’s standard flat fee generally ranges from $9,350 to $29,000 per year, billed on a quarterly basis in advance of each calendar quarter.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Jennings Financial Planning, Inc. bills

Payment and refund terms, quoted from the fee section of the brochure.

• “New accounts are charged a prorated fee for the remainder of the quarter in which the account is incepted (generally date of first trade).”
• “Furthermore, clients may be asked to change from being billed pursuant to an asset-based fee to being billed pursuant to a flat fee upon a client’s signed written agreement.”

How Jennings Financial Planning, Inc.’s fees compare

• Its hourly rate of $350 is above the Hawaii median of $300. 80% of the 15 other Hawaii planners that publish an hourly rate charge less.
• 7 of the 9 other planners in Honolulu that publish an hourly rate charge less.
• Its annual fee of $9,350-$29,000 is above the Hawaii median of $5,500. 100% of the 4 other Hawaii planners that publish an annual fee charge less.
• 2 of the 2 other planners in Honolulu that publish an annual fee charge less.

About Jennings Financial Planning, Inc.

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP® and CPA.
• Registered as an adviser: 2004 (22 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Business owners
• Insurance analysis
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Minimum

$10,000 minimum fee (stated in brochure)

Clients

18

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers

Assets managed

$38,293,391

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

129430

Website

jenningsfp.com (opens in new tab)

Phone

(808) 792-0088

Other planners in Honolulu that publish fees

• Andrews Advisory Associates, LLCHonolulu$300/hr, $10,000
• CRL AdvisorsHonolulu$300/hr
• Financial Vision Advisory Services, LLC.Honolulu$175/hr
• Island Wealth ManagementHonolulu$2,000⁠-⁠$20,000
• Masuda Lehrman WealthHonolulu$300/hr, $4,200⁠-⁠$8,400
• Milestone Wealth Management & Insurance, LLCHonolulu$150/hr, $250⁠-⁠$2,500

Compare all 20 planners in Honolulu