First Retirement Services LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
First Retirement Services, LLC is a Florida‑registered investment adviser that offers portfolio management, investment analysis, and fixed‑fee financial planning to individuals and high‑net‑worth clients as well as certain business entities. While many firms in its investment‑manager peer group focus on pooled or institutional mandates, this firm explicitly discloses it serves individual and HNW clients.
The firm describes a model‑driven approach that combines quantitative, fundamental, technical, cyclical, and economic analysis to inform discretionary trading and ongoing portfolio reviews under a signed client agreement. It does not act as a custodian of client assets and places trades through qualified custodians, and the brochure states the firm does not accept commissions for securities transactions.
Distinctive elements include its small, single‑advisor structure and a reported absence of assets under management as of the latest disclosure, and an affiliated real estate activity: the firm’s principal is a licensed real estate agent and may offer commissionable real‑estate services, a conflict the brochure discloses. The firm also reports no disciplinary history and provides both standalone financial planning and discretionary investment management, positioning it toward individual clients rather than typical institutional pooled‑asset mandates.
Client services
Financial planning
Portfolio management
Expertise
Income planning
Debt management
Fee options
Financial planning fixed fees up to $1,500-$5,000 depending on complexity.
$0 - $100,000: 1.5% $100,001 - $999,999: 1.00% $1,000,000+: 0.75%
Fee-only: Fixed fees for financial planning ranging from $1,500 to $5,000, negotiable based on complexity and number of meetings.
Main office location
First Retirement Services LLC
7923 S Woodridge Dr
Parkland FL 33067, United States
Number of offices
1
Most active in
First Retirement Services LLC has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
-
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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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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