Firstfruits Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
FirstFruits Wealth Management provides wealth management and financial planning services to individuals and high‑net‑worth clients, offering ongoing discretionary portfolio management as well as one‑time, project‑based planning engagements. The firm advises on equities, fixed income, mutual funds, ETFs, municipal securities, and cash equivalents and may review legacy holdings at the start of an engagement.
Investment decisions are guided by modern portfolio theory and a blend of passive and active strategies, with emphasis on asset allocation, tax considerations, and manager/holding analysis when selecting funds and ETFs. Clients receive tailored planning across areas such as retirement, estate, business planning, insurance, and tax strategies, and the firm offers fixed‑fee project planning for limited‑scope engagements.
Distinctive features include operating as a fee‑only adviser that does not accept sales commissions or serve as a private fund adviser, and reporting no assets under management at the time of its initial filing. The firm also discloses operational choices that differ from many peers — for example, it does not aggregate or block client trades and permits client‑directed brokerage while recommending an institutional custodian.
Client services
Expertise
Fee options
Fixed fees for Project-Based Financial Planning range from $500 to $5,000 depending on complexity
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.70% $3,000,001+: 0.50%
Minimum fee: Minimum annual fee of $4,800 ($1,200 per quarter) for Wealth Management Services; minimum fee is invoiced if asset-based fee is less than this amount Fee-only: Wealth Management Services and Project-Based Financial Planning with fixed fees ranging from $500 to $5,000
Main office
2809 Emerywood Parkway, Suite 330 C
Richmond VA 23294
Advisors at this office
1
Most active in
Virginia
Also doing business as
Firstfruits Wealth Management · Firstfruits Wealth Management LLC
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
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