FirstTen Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
FirstTen Financial is a registered investment adviser that provides ongoing and project‑based financial planning to individuals, including high‑net‑worth clients. The firm delivers written or electronic comprehensive plans and ongoing planner support but does not manage client assets or accept custody.
As part of its planning process, the firm typically bases investment recommendations on passive investing principles and modern portfolio theory while also employing fundamental, technical, cyclical, and charting analyses; it may refer clients to third‑party managers for implementation. Clients retain discretion over execution and custody, and the firm does not exercise trading discretion or vote client proxies.
Notably, FirstTen does not provide portfolio management services and does not charge percentage‑of‑assets fees, instead using fixed and project‑based planning fees and reporting no assets under management. The firm is newly established, operates on a fee‑only basis with no third‑party compensation or related‑party affiliates, and its principal holds a ChFC designation with prior finance leadership experience at a large insurance company.
Client services
Expertise
Fee options
Fixed fees as described: upfront fee $100-$500; ongoing quarterly fees $500-$1,500; project fees $500-$6,000
Ongoing financial planning quarterly fees ranging from $500 - $1,500 per quarter
Minimum fee: Upfront charge $100 - $500 based on complexity for onboarding; ongoing quarterly fee $500 - $1,500 per quarter for ongoing financial planning Fee-only: Fixed fee for project based financial planning ranging from $500 - $6,000, negotiable
Main office
Westerville OH
Advisors at this office
1
Most active in
Ohio
Also doing business as
Bb Point LLC · Firstten Financial
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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