First Fidelity Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
First Fidelity Wealth Management, LLC is a state-registered investment adviser that provides discretionary portfolio management to individuals and high‑net‑worth clients, managing roughly $28 million in client assets across about 153 accounts with two adviser representatives. Services are provided under written investment advisory agreements and the firm does not act as custodian of client assets, placing trades through qualified custodians on behalf of clients.
The firm applies a mix of fundamental, technical, cyclical and economic analysis alongside modern portfolio theory and strategic asset allocation, using both long‑ and short‑term strategies and model-based portfolios available through a third‑party platform. Accounts are generally managed on a discretionary basis and the firm may use subadvisors or model portfolios rather than creating fully individualized holdings for each client; clients may impose investment restrictions subject to the firm’s ability to service the account.
A distinctive feature is the firm’s affiliation with affiliated businesses that provide insurance, estate-planning referrals, and bookkeeping/tax services, and several adviser representatives are licensed insurance agents who may earn commission income from insurance sales — a conflict the brochure discloses and describes mitigation steps for. The firm is small and recently formed with centralized governance concentrated in a single principal/CCO role, and its disclosure documents also note prior client complaints related to mutual funds and annuities that were settled, information prospective clients may weigh in their evaluation.
Client services
Expertise
Fee options
Up to 1.5% annually, negotiable based on client relationship, assets under management, account complexity, and platform used
Account minimum: $50,000 Fee-only: Asset-based advisory fees up to 1.5% annually; fees are negotiable and billed monthly in arrears based on average daily balance
Main office
913 N Academy Ave
New Braunfels TX 78130
Advisors at this office
2
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
Advisors at this firm
Heather D
Series 65
New Braunfels, TX
First Fidelity Wealth Management LLC
Heather Dorrestijn is a financial advisor at First Fidelity Wealth Management LLC in New Braunfels, TX, holding a Series 65 designation with four years of industry experience. Her prior roles include positions at Capital Income Solutions, LLC and AlphaStar Capital Management, LLC. She is also associated with First Fidelity Tax & Insurance, a business operating since 2000. First Fidelity Wealth Management, LLC provides discretionary portfolio management to individual and high-net-worth clients, employing a combination of fundamental, technical, cyclical, and economic analysis alongside strategic asset allocation. The firm manages assets using model-based portfolios and offers integrated services through affiliated businesses in insurance, estate planning, and tax support.
Robert D
Series 65
New Braunfels, TX
First Fidelity Wealth Management LLC
Robert Dorrestijn is a financial advisor at First Fidelity Wealth Management LLC in New Braunfels, TX. He holds a Series 65 designation and has one year of industry experience. His work history includes roles at AE Wealth Management, First Fidelity Wealth Management LLC, and affiliated companies focused on bookkeeping and legacy planning. Outside of investment advising, he is also active in insurance sales through Agents Advisory Group LLC, a business he has been involved with since 2000. First Fidelity Wealth Management LLC provides discretionary portfolio management services primarily to individuals and high-net-worth clients. The firm uses a combination of fundamental, technical, cyclical, and economic analysis along with modern portfolio theory and strategic asset allocation, managing client accounts through model-based portfolios on a discretionary basis.
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