John Griesinger is a registered investment advisor at First Financial Consulting, based in Pasadena, CA, with 15 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 643 clients with $640M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
First Financial Consulting offers investment consulting services, either on a project basis or ongoing. They help clients set investment goals, develop asset allocation models, and create investment policy statements. The firm makes recommendations on which investment managers to use, providing information on their styles and performance. If the client chooses, First Financial Consulting will monitor the portfolio's allocation and performance quarterly and make recommendations for changes. The typical fee is 1.00% per year, but can range from 0.40% to 1.50% based on factors like asset complexity and anticipated withdrawals.
Location
517 South Lake Avenue, Pasadena, CA, 91101
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
First Financial Consulting
State Registrations1 state
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.