First Ascent Planning LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
First Ascent Planning provides fee-only financial planning and consulting to individuals, families, small business owners, and trusts and estates. Services include retirement and investment planning, cash-flow and budgeting analysis, tax-aware planning, education funding, estate planning coordination, and insurance and risk review, with no minimum asset, income, or net worth requirements for prospective clients.
Engagements are delivered primarily through one-on-one consultations and may be comprehensive or limited in scope, with recommendations tailored to each client’s circumstances and goals. The firm relies on financial planning principles, asset allocation concepts, and long-term investment planning methodologies, and clients are responsible for implementing the firm’s recommendations.
Noteworthy aspects compared with many peers are the firm’s project-based, fee-only model billed on an hourly basis and its explicit absence of discretionary investment management, custody, or commission arrangements. The firm operates under a written Code of Ethics and adheres to CFP Board standards, with fees and billing set in written engagement agreements and planning typically concluding upon delivery of recommendations.
Client services
Expertise
Occupation focus
Fee options
$300 per hour
Fee-only: Hourly fee of $300 per hour
Main office
Driggs ID
Advisors at this office
1
Most active in
Idaho
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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