C
Client First Financial Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$6,325,100
Clients
8
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
8
LowAverage account size
$790,638
About
Client First Financial Advisors is a small advisory firm that works with individual investors and employer-sponsored retirement plans. Its services include discretionary and non-discretionary portfolio management, portfolio monitoring using third‑party money managers, and comprehensive financial and retirement planning.
The firm builds portfolios using broad asset-allocation across equities, fixed income, mutual funds and ETFs and applies fundamental, quantitative, technical and cyclical analysis to align investments with clients’ risk tolerances and time horizons. It also conducts due diligence on outside portfolio managers and helps establish investment policy statements and review processes for plan sponsors and individual clients.
Distinctive aspects of the firm include offering educational seminars and workshops for clients and providing pension consulting as a limited‑scope 3(21) fiduciary — including fiduciary reviews, IPS drafting, manager selection and ongoing monitoring — services that are less common among independent peers. The brochure also notes the firm’s use of third‑party custodial and manager relationships and its licensed insurance activities, which are factors in how recommendations may be implemented.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
Active portfolio management
Fee options
Financial planning fixed fee up to $5,000 maximum
$0 - $250,000: 1.50% annually $250,001 - $500,000: 1.35% annually $500,001 - $1,000,000: 1.20% annually $1,000,001+: 1.00% annually
Financial planning hourly rate $250/hour
Account minimum: $70,000 minimum portfolio value Minimum fee: $1,050 minimum annual fee ($262.50 billed quarterly), may be waived or reduced at discretion Fee-only: Financial planning charged at $250/hour with maximum fixed fee not to exceed $5,000; fees may be reduced or waived if also receiving portfolio management or monitoring
Main office location
Client First Financial Advisors, LLC
Coral Springs FL, United States
Number of offices
1
Most active in
Client First Financial Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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