A complete list of active advisors currently associated with First Class Financial

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

First Class Financial is a newly formed registered investment adviser that intends to serve individuals, high‑net‑worth clients, and business entities with both discretionary and non‑discretionary asset management as well as comprehensive financial planning and consulting services. As of its initial filing the firm reports no assets under management, no active SEC‑registered advisors, and no clients. The firm’s approach blends fundamental, technical, charting and cyclical analysis and includes individualized portfolio management for retail clients; it can manage accounts directly, subscribe to third‑party model portfolios through a Model Marketplace, and appoint sub‑advisers to implement strategies. In addition to asset‑based advisory services, the firm offers fixed‑fee planning arrangements (one‑time and ongoing) and operates through a specific custodial platform that integrates model fees and account servicing. Notable distinctions include the firm’s explicit ability to select and engage other advisers or sub‑advisers and its affiliation with an insurance and tax‑preparation business, a combination that the brochure discloses as a potential conflict of interest. The firm does not serve as a private fund adviser and discloses pass‑through model marketplace fees and a custodial relationship with a single platform, features that differentiate it from many peers.

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