A complete list of active advisors currently associated with 1stto50th LLC

Warmer can help you find a great advisor at 1stto50th LLC or one who fits your needs even better.

1stTo50th LLC provides retirement plan consulting to plan sponsors and limited-scope investment management to individuals, families, trusts, endowments, and related organizations. The firm describes itself as fee-only, uses qualified custodians (no custody of client assets), and offers services that include investment policy statement development, investment lineup selection, fee analysis, participant education, and ongoing plan monitoring. The firm operates principally on a non‑discretionary basis: as of December 31, 2024 it reported $251,850.88 in non‑discretionary assets under management and $0 in discretionary AUM, and typically implements advice only after obtaining client approval. Its process emphasizes a goals‑based discovery and a customized IPS, requests a recent comprehensive financial plan for new clients, and blends passive and active strategies, manager/fund analysis, and Modern Portfolio Theory in asset allocation and monitoring. Compared with many single‑advisor practices, the firm’s brochure highlights a substantive pension consulting and retirement‑plan fiduciary role (stating it may act as an ERISA Section 3(21) fiduciary) and a scope of services to plan sponsors that includes fiduciary training, vendor searches, and performance attribution. The firm also discloses affiliated businesses that provide insurance and financial planning and notes the principal is a licensed insurance agent in the supplement, while the brochure reiterates the adviser’s fee‑only model and states it does not accept third‑party commissions.

To learn more about the advisors currently working at 1stto50th LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Leonard Kingsley	Kailua, HI	10

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