A complete list of active advisors currently associated with Client 1st Advisory Group

Warmer can help you find a great advisor at Client 1st Advisory Group or one who fits your needs even better.

Client 1st Advisory Group is a SEC-registered advisory firm that provides personalized portfolio management, financial planning, and retirement plan consulting to individuals, revocable grantor trusts, pension and profit-sharing plans, estates, charitable organizations and small businesses. The firm reports roughly $511 million in assets under management, seven advisors, and uses a “Consultative Client Management Program” that includes an Investment Plan and scheduled quarterly progress meetings. Portfolios are customized from an Investment Plan that defines asset allocation across ETFs, mutual funds, stocks, bonds and a limited allocation to alternative investments; the firm describes passive, rebalance-oriented strategies (Conservative, Balanced, Growth, Aggressive Growth) and conducts quarterly account reviews. Client 1st provides discretionary management, uses third-party research tools, and offers held-away participant account management through a third‑party platform (Pontera) to review and rebalance defined-contribution accounts on behalf of clients. What is comparatively distinctive is that Client 1st sponsors its own wrap fee program and acts as the portfolio manager for that program, and it discloses that some advisors are licensed insurance agents who may receive commissions on fixed insurance products. The brochure also notes support for third‑party money managers and inclusion of structured notes, commodities and managed futures among “alternative investments,” indicating the use of instruments and strategies (including derivatives exposure in separately managed accounts) and service capabilities that are less common among similar team firms.

To learn more about the advisors currently working at Client 1st Advisory Group, 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.