Plan First Wealth Fees & Minimum

Overview

Total Firm Assets: $140 million
Average High-Net-Worth Client Portfolio Size: $1.9 million
Stated Minimum Account Size: $250,000

Fee Disclosure

Source: ADV PART 2A - PLAN FIRST WEALTH LLC (2026-05-13) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$2,500,000	1.00%
$2,500,001	$5,000,000	0.75%
$5,000,001	$10,000,000	0.50%
$10,000,001	and above	0.25%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$10,000	1.00%
$5 million	$43,750	0.88%
$10 million	$68,750	0.69%
$50 million	$168,750	0.34%
$100 million	$293,750	0.29%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 87.54%
Number of High-Net-Worth Clients: 64
Total Client Accounts: 204
Discretionary Accounts: 166
Non-Discretionary Accounts: 38

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars

Regulatory Filings

SEC CRD Number: 289185

ADV PART 2A - PLAN FIRST WEALTH LLC (2026-05-13) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions

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