Gary Imus
Gary Imus is a registered investment advisor at Financial Planning First, LLC, based in Tuscon, AZ, with 41 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 287 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5M+ | 0.75% |
Fees are negotiable. The maximum fee charged by the UMA(s) that our firm may utilize is 0.75%. Please note that this fee combined with the advisory fee disclosed above will not exceed 2.00%.
Fee Estimator
Location
3567 E Sunrise Dr Ste B237, Tuscon, AZ, 85718
Get directionsHistory
Regulatory History (7)
Regulatory
January 2000Customer Dispute
September 1997Customer Dispute
April 1997Customer Dispute
October 1993Customer Dispute
June 1993Customer Dispute
May 1993Customer Dispute
August 1991Other Business Activities
Gary is the owner of Agave Properties, a property management company, and spends minimal time on tasks such as reviewing budgets and paying taxes. He is also a managing partner at Imus Wilkinson, an investment management firm, dedicating minimal time to administrative work.
Employment History
Current Registrations
Financial Planning First, LLC
Previous Registrations
Imus Wilkinson Investment Management, LLC
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
Sutro & CO. IncorporatedBroker
Everen Securities, INC.Broker
Prudential Securities IncorporatedBroker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.