Assets Under Management: $956 million
Headquarters: COLORADO SPRINGS, CO
High-Net-Worth Clients: 1,310
Average Client Assets: $375,861
Frequently Asked Questions
FIRST AFFIRMATIVE FINANCIAL NETWORK 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 #109036), FIRST AFFIRMATIVE FINANCIAL NETWORK LLC is subject to fiduciary duty under federal law.
FIRST AFFIRMATIVE FINANCIAL NETWORK LLC is headquartered in COLORADO SPRINGS, CO.
FIRST AFFIRMATIVE FINANCIAL NETWORK LLC serves 1,310 high-net-worth clients according to their SEC filing dated November 24, 2025. View client details ↓
According to their SEC Form ADV, FIRST AFFIRMATIVE FINANCIAL NETWORK LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, selection of other advisors, and educational seminars and workshops. View all service details ↓
FIRST AFFIRMATIVE FINANCIAL NETWORK LLC manages $956 million in client assets according to their SEC filing dated November 24, 2025.
According to their SEC Form ADV, FIRST AFFIRMATIVE FINANCIAL NETWORK LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services:
Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 1,310
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 51.50
Average High-Net-Worth Client Assets: $375,861
Total Client Accounts: 2,298
Discretionary Accounts: 2,229
Non-Discretionary Accounts: 69
Primary Brochure: FORM ADV PART 2A - APEX WRAP FEE SCHEDULE SUMMARY OF MATERIAL CHANGES (2025-04-15)
View Document Text
Summary of Material Changes to the Apex Clearing Wrap Fee
Brochure
Consistent with SEC rules, annual updates that are material in nature are required to be provided to all clients of First
Affirmative Financial Network, LLC (First Affirmative) through a “Material Changes” document within 120 days of the close of
the firm’s fiscal year, which is the calendar year. Throughout the year, all clients will be provided with additional information
about material changes, as necessary.
This summary of the material changes to the Disclosure Brochure (Summary of Material Changes) is intended to provide you
with sufficient information to determine whether you would like to review the Disclosure Brochure in its entirety.
You can obtain an electronic copy of the current Disclosure Brochure and this Summary of Material Changes in a publicly
accessible area on the First Affirmative website at www.firstaffirmative.com or by contacting First Affirmative’s Chief
Compliance Officer, Kathy Lewis, at 719.660.6157 or kathy@firstaffirmative.com.
Additional information about First Affirmative also is available on the SEC’s website at www.adviserinfo.sec.gov. You can search
the SEC’s website for information about a registered investment advisor (RIA) by using the RIA’s unique identifying number
known as a “CRD number.” First Affirmative’s CRD number is 109036.
There are no material changes to report.
Additional Brochure: FORM ADV PART 2A - DISCLOSURE BROCHURE SUMMARY OF MATERIAL CHANGES (2025-04-15)
View Document Text
Summary of Material Changes to the ADV Disclosure Brochure
Consistent with SEC rules, annual updates that are material in nature are required to be provided to all clients of First
Affirmative Financial Network, LLC (First Affirmative) through a “Material Changes” document within 120 days of the close of
the firm’s fiscal year, which is the calendar year. Throughout the year, all clients will be provided with additional information
about material changes, as necessary.
This summary of the material changes to the Disclosure Brochure (Summary of Material Changes) is intended to provide you
with sufficient information to determine whether you would like to review the Disclosure Brochure in its entirety.
You can obtain an electronic copy of the current Disclosure Brochure and this Summary of Material Changes in a publicly
accessible area on the First Affirmative website at www.firstaffirmative.com or by contacting First Affirmative’s Chief
Compliance Officer, Kathy Lewis, at 719.660.6157 or kathy@firstaffirmative.com.
Additional information about First Affirmative also is available on the SEC’s website at www.adviserinfo.sec.gov. You can search
the SEC’s website for information about a registered investment advisor (RIA) by using the RIA’s unique identifying number
known as a “CRD number.” First Affirmative’s CRD number is 109036.
There are no material changes to report.
Additional Brochure: FORM ADV PART 2A - GOLDMAN SACHS WRAP FEE BROCHURE SUMMARY OF MATERIAL CHANGES (2025-04-15)
View Document Text
Summary of Material Changes to the Goldman Sachs Wrap Fee
Brochure
Consistent with SEC rules, annual updates that are material in nature are required to be provided to all clients of First
Affirmative Financial Network, LLC (First Affirmative) through a “Material Changes” document within 120 days of the close of
the firm’s fiscal year, which is the calendar year. Throughout the year, all clients will be provided with additional information
about material changes, as necessary.
This summary of the material changes to the Disclosure Brochure (Summary of Material Changes) is intended to provide you
with sufficient information to determine whether you would like to review the Disclosure Brochure in its entirety.
You can obtain an electronic copy of the current Disclosure Brochure and this Summary of Material Changes in a publicly
accessible area on the First Affirmative website at www.firstaffirmative.com or by contacting First Affirmative’s Chief
Compliance Officer, Kathy Lewis, at 719.660.6157 or kathy@firstaffirmative.com.
Additional information about First Affirmative also is available on the SEC’s website at www.adviserinfo.sec.gov. You can search
the SEC’s website for information about a registered investment advisor (RIA) by using the RIA’s unique identifying number
known as a “CRD number.” First Affirmative’s CRD number is 109036.
There are no material changes to report.
Additional Brochure: FORM ADV PART 2A - OPS/ORION WRAP FEE BROCHURE SUMMARY OF MATERIAL CHANGES (2025-04-15)
View Document Text
Summary of Material Changes to the Orion Portfolio Solutions Wrap
Fee Brochure
Consistent with SEC rules, annual updates that are material in nature are required to be provided to all clients of First
Affirmative Financial Network, LLC (First Affirmative) through a “Material Changes” document within 120 days of the close of
the firm’s fiscal year, which is the calendar year. Throughout the year, all clients will be provided with additional information
about material changes, as necessary.
This summary of the material changes to the Disclosure Brochure (Summary of Material Changes) is intended to provide you
with sufficient information to determine whether you would like to review the Disclosure Brochure in its entirety.
You can obtain an electronic copy of the current Disclosure Brochure and this Summary of Material Changes in a publicly
accessible area on the First Affirmative website at www.firstaffirmative.com or by contacting First Affirmative’s Chief
Compliance Officer, Kathy Lewis, at 719.660.6157 or kathy@firstaffirmative.com.
Additional information about First Affirmative also is available on the SEC’s website at www.adviserinfo.sec.gov. You can search
the SEC’s website for information about a registered investment advisor (RIA) by using the RIA’s unique identifying number
known as a “CRD number.” First Affirmative’s CRD number is 109036.
There are no material changes to report.