Overview
Assets Under Management: $114 million
Headquarters: TUSCON, AZ
High-Net-Worth Clients: 31
Average Client Assets: $1.9 million
Frequently Asked Questions
FINANCIAL PLANNING FIRST, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #319273), FINANCIAL PLANNING FIRST, LLC is subject to fiduciary duty under federal law.
FINANCIAL PLANNING FIRST, LLC is headquartered in TUSCON, AZ.
FINANCIAL PLANNING FIRST, LLC serves 31 high-net-worth clients according to their SEC filing dated March 09, 2026. View client details ↓
According to their SEC Form ADV, FINANCIAL PLANNING FIRST, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
FINANCIAL PLANNING FIRST, LLC manages $114 million in client assets according to their SEC filing dated March 09, 2026.
According to their SEC Form ADV, FINANCIAL PLANNING FIRST, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 31
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 50.52%
Average Client Assets: $1.9 million
Total Client Accounts: 811
Discretionary Accounts: 809
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 319273
Filing ID: 2055737
Last Filing Date: 2026-03-09 20:02:35