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.

The firm provides discretionary and non‑discretionary asset management and financial planning and consulting to individuals, high‑net‑worth clients and business entities. Founded in 2026, it reported no assets under management at the May 2026 filing and offers one‑time plans, ongoing planning relationships, and managed accounts. Investment decision‑making may draw on fundamental, technical, charting and cyclical analysis, and the firm can enroll discretionary accounts in Altruist’s Model Marketplace or appoint sub‑advisors to manage client portfolios. Clients may impose investment restrictions and receive quarterly custodial statements and periodic reviews; clients who use model portfolios pay the firm’s management fee plus any third‑party model fees passed through by Altruist. The firm’s principal maintains an affiliated insurance agency and a tax‑preparation practice, devoting roughly ten percent of time to those activities and receiving separate commissions for those services; these outside business activities are disclosed and described as potential conflicts with mitigating procedures and a stated fiduciary duty. The firm requires use of the Altruist platform and notes multiple professional credentials held by its principal (CFP, CPA, APMA), features that distinguish its operating model from many small independent advisers.

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.