Client First Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
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
Coral Springs FL
Advisors at this office
1
Most active in
Florida
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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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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