LT
CFP
LT
CFP

Leslie Trowbridge

27 Years of Experience

Leslie Trowbridge is a CFP-designated registered investment advisor at Family First Financial Planning, based in Stuart, FL, with 27 years of industry experience. Leslie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning.

Compensation
Fixed/Hourly
Firm Size
2 advisors
IM Fee
Planning only

Fee Structure

Hourly Rate:$325/hr
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Location

850 NW Federal Highway, Suite 150, Stuart, FL, 34994

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Family First Financial Planning
March 1999 - Present · 27 yrs 1 mo
State Registrations2 states
FLGA
Advisor

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.

Exams
No exam information available for this advisor.