First Financial Consulting operates as a fee-only registered investment advisor based in Pasadena, California, offering personalized financial planning and investment consulting services to individuals, families, trusts, estates, and closely-held businesses. Founded in 1975, the firm works closely with clients to define objectives and develop strategies covering cash flow, budget management, tax planning, investment consulting, risk exposure review, education funding, retirement planning, estate planning, and charitable giving. First Financial Consulting does not sell investment or insurance products, does not accept commissions, and does not take custody of client assets or exercise trading authority over accounts. All client portfolios are held by independent custodians chosen by the client, ensuring advice remains objective and focused on the client's best interests.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The typical percentage fee is 1.00% annually, ranging between 0.40% and 1.50% based on asset type, complexity, and expected cash flows. Fees can also be charged on an hourly or flat-fee basis.