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Jennings Financial Planning, Inc.

Headquartered in HONOLULU, HI

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Firm Information

Jennings Financial Planning, Inc. is an investment advisor based in Minnesota that manages over $29.94 million in assets for 63 clients. The firm provides financial planning, portfolio management for individuals and businesses, and pension consulting services. Jennings Financial Planning, Inc. primarily serves individuals, including high-net-worth individuals, and businesses, and has a focus on serving charitable organizations, corporations, and pension and profit-sharing plans.

Jennings Financial Planning, Inc.

$29.95M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

JENNINGS FINANCIAL PLANNING, INC. has a total of 1 branch locations across the country.
location

HONOLULU, HI

Advisors at Jennings Financial Planning, Inc.

View All 1 Advisors
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Monica Yoshino Jennings

CFP®, RA

HONOLULU, HI

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Disclosures

There are no public disclosures for Jennings Financial Planning, Inc..

Frequently Asked Questions (6)

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