Family First Financial Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Family First Financial Planning provides financial planning and investment consultation on a fixed-fee or hourly basis to individuals, high net worth individuals, their trusts and estates, charitable organizations, and businesses; the firm reports two advisors serving about 193 clients. Offerings include broad or limited-scope financial plans, optional investment implementation assistance through a Service Schedule (non-discretionary), and a complimentary 30-minute introductory meeting.
The firm’s investment approach emphasizes long-term, buy-and-hold strategies and asset allocation using diversified, cost-efficient index mutual funds and ETFs, while also considering active strategies when appropriate and tax-efficiency concerns. Family First does not provide ongoing investment supervisory or discretionary management; trades or account changes are executed only with client approval and ongoing monitoring or updates are performed on an as-requested basis.
Compared with peers, the firm operates from five offices despite its small advisory team and single-owner LLC structure, and it regularly offers educational workshops or webinars (generally pro bono), which are less common among similar supported firms. Its fee model (fixed fees and hourly billing rather than percentage-of-AUM), explicit absence of discretionary portfolio management, and policy of not deducting fees or taking custody of client assets further distinguish its operating model.
Client services
Expertise
Fee options
Fixed fees based on estimated hours at $350/hour, with deposits possibly required (lesser of $500 or half of low-end fixed fee).
$350 per hour, billed in 15-minute increments, partial increments treated as whole.
Fee-only: Fixed fees based on hourly billing rate of $350/hour multiplied by estimated hours; fees presented as a fixed fee range in the written agreement.
Main office
850 NW Federal Highway, Suite 150
Stuart FL 34994
Advisors at this office
1
Most active in
Florida · Georgia
Also doing business as
Family First Financial Planners LLC · Family First Financial Planning · Leslie Ellen Trowbridge D/B/A Family First Financial Planning · Leslie Trowbridge Corcoran D/B/A Family First Financial Planning
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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