First Move Financial, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
First Move Financial, LLC is a state-registered, solo advisory firm that provides comprehensive financial planning and portfolio management to individual clients, including high-net-worth households. Its planning services cover retirement and tax planning, estate and business planning, cash‑flow and debt management, college savings, insurance review, and implementation support.
The firm typically combines passive investment management (index mutual funds and ETFs) with elements of fundamental analysis to build asset-allocation portfolios and manages accounts on a discretionary basis in line with individualized investment policy statements. Financial planning engagements are ongoing: clients receive a written or electronic financial plan, regular monitoring, and annual plan reviews with follow-up as needed.
Noteworthy differences from many peers include an uncommon billing approach for comprehensive engagements that computes ongoing fees using client-specific factors beyond solely assets under management, and a stated process to provide a regulatory disclosure and referrals if a calculated fee is materially above typical levels. The sole advisor is a CFP® with a master’s degree in personal financial planning who also consults and teaches part‑time, and the firm notes it generally does not provide separate written reports to investment‑management‑only clients.
Client services
Expertise
Fee options
Financial Planning Fixed Fee up to $5,000 depending on complexity and scope, negotiable; half due upfront, remainder at completion, no billing more than $2,500 more than 6 months in advance
Monthly fee for ongoing financial planning as part of Comprehensive Financial Planning & Investment Management service
Fee-only: Comprehensive Financial Planning & Investment Management: 1% of income + 0.5% of net worth per year, paid monthly in advance; Investment Management Only: 0.75% of assets under management per year, deducted quarterly (0.1875% per quarter)
Main office
The Woodlands TX
Advisors at this office
1
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 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
Quick links
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