Financial Planning First, LLC offers financial planning and investment management services. The firm works with clients to understand their financial situation, goals, and risk tolerance. Based on this information, they develop a financial plan and/or manage investment portfolios using stocks, bonds, ETFs, and mutual funds. They also offer retirement plan consulting services to employer plan sponsors.
Assets Under Management$110M
Clients287
Advisors3
Avg. per Client$380K
Avg. per Advisor$36M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5M+ | 0.75% |
Fees are negotiable. The maximum fee charged by the UMA(s) that our firm may utilize is 0.75%. Please note that this fee combined with the advisory fee disclosed above will not exceed 2.00%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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