First There Financial LLC provides ongoing comprehensive financial planning and investment management services. Founded by former IRS special agents, First There Financial focuses on a holistic planning approach that covers retirement, tax strategy, cash flow, insurance review, college savings, and estate considerations. The firm builds investment portfolios using a disciplined, low-cost approach based on Modern Portfolio Theory, utilizing passive index funds, exchange-traded funds, and factor-based funds. First There Financial also offers optional tax preparation and accounting services through an affiliated entity, First There Tax LLC. The firm operates as a fee-only advisor, meaning compensation comes solely from client fees without commissions or product sales.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Standard fee is 0.50% annually, subject to a $2,500 minimum annual fee. Fees may be negotiable based on complexity.