A complete list of active advisors currently associated with First Step Wealth Planning

Warmer can help you find a great advisor at First Step Wealth Planning or one who fits your needs even better.

First Step Wealth Planning serves individual and high‑net‑worth clients with comprehensive wealth planning and one‑time project-based financial plans, and provides discretionary investment management as part of its ongoing services. Comprehensive clients receive a written financial plan and are scheduled for at least three meetings per year to monitor progress and implement agreed recommendations. The firm’s investment framework is grounded in modern portfolio theory and a primarily passive approach, using low‑cost ETFs and model portfolios from a large provider while also applying fundamental, charting, and cyclical analyses where appropriate. It may engage outside managers (including J.P. Morgan, 55IP, and Parametric) for portfolio management, retains discretionary trading authority, and conducts regular quarterly reviews of accounts. Distinctive features noted in the brochure include a fixed, flat‑fee billing model rather than a traditional percentage‑of‑assets fee and a relatively concentrated practice scale — roughly $31.3 million in discretionary assets across 19 clients — which produces an unusually high asset‑per‑client profile compared with many independent advisers. The firm also discloses a recent material change in which it discontinued a wrap fee program, and it does not accept commissions or performance‑based fees.

To learn more about the advisors currently working at First Step Wealth Planning, 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.