A complete list of active advisors currently associated with Financial Planning First, LLC

Warmer can help you find a great advisor at Financial Planning First, LLC or one who fits your needs even better.

Financial Planning First serves individuals (including high‑net‑worth clients) as well as trusts, estates, employer retirement plans and business entities, offering comprehensive portfolio management, standalone financial planning and retirement plan consulting. Comprehensive management is provided on a discretionary basis with a stated $500,000 minimum, while planning and retirement consulting are offered on hourly, flat‑fee or asset‑based arrangements and include ERISA‑focused services for plan sponsors. The firm describes a fiduciary, goals‑based investment process that emphasizes asset allocation, the use of mutual funds and ETFs, fundamental analysis, continuous monitoring and periodic rebalancing, and the option to implement portfolios through third‑party sub‑advisors or unified managed accounts. It also manages held‑away retirement assets using a third‑party order management tool (Pontera) and discloses that it covers Pontera’s 0.25% fee rather than passing that charge to clients, and routinely recommends Schwab as custodian. Notable distinctions in the brochure include maintaining legacy clients in a wrap fee program despite not sponsoring a current wrap program and explicit use of UMAs/sub‑advisors with a stated cap on combined fees, which are less common among similar small advisers. The firm reports no legal or disciplinary events and operates as a small, owner‑managed advisory team with roughly $113 million in discretionary AUM while serving both individual and institutional retirement plan clients.

To learn more about the advisors currently working at Financial Planning First, 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.