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 Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Financial planning and consulting — Billed at a rate of $350 per hour or via a fixed project fee determined by multiplying estimated hours by the $350 hourly rate. Fixed fees may require a deposit of up to $500 or half the low-end estimate.
Location
850 NW Federal Highway, Suite 150, Stuart, FL, 34994
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
Family First Financial Planning
State Registrations2 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.
Exams
More Advisors
- David Lum, CFP
- Catherine Fisher, CFPLPL Financial LLC
- Steven Rowe, CFPDaymark Wealth Partners, LLC
- Robert Sander, CFPStifel, Nicolaus & Company, Incorporated
- Ross Cutler, CFPVictrix Investment Advisors
- Frank Freni, CFP, ChFCWells Fargo Advisors