Assets Under Management
$1.8B
Number of Clients
6,771
Number of Advisors
94
Average Client AUM
$262K
AUM per Advisor
$18.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
First Heartland Consultants provides financial planning/consulting, a model management platform (SDBA) through TPFG, and a non-wrap advisory program. IARs are independent contractors and can offer services through FH Capital (broker-dealer) or as insurance agents. Fees are negotiable except for SDBA services.
4101 Lake St. Louis Blvd, Lake St. Louis, MO, 63367