Gregory Welborn is a registered investment advisor at First Financial Consulting, based in Pasadena, CA, with 29 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Investment Management, Middle Income, and 2 more. Their firm serves 643 clients with $640M in assets under management.
Compensation
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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.
Contact
Gregory Welborn
Location
517 South Lake Avenue, Pasadena, CA, 91101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
First Financial Consulting
State Registrations1 state
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Additional Information
In working with clients, we always strive to deliver the highest value possible. One of the ways in which we accomplish this is to put a great deal of effort into assessing whether or not we can be helpful in any given client situation. To accomplish this we offer and encourage prospective clients to take advantage of a free, no-obligation, initial meeting. We want to accurately assess a client's needs and communicate to them how we believe we can help in that situation. Many of our existing clients tell us that this intial meeting we extremely helpful to them in deciding when and how to use a personal financial consultant. We are committed to mutually beneficial relationships which are built on the highest levels of trust, integrity and service. We invite you to call for an initial appointment or just to ask questions. Thank you for your consideration.