Future First Finance, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Future First Finance, LLC provides discretionary and non-discretionary asset management and financial planning and consulting to individual and high-net-worth clients. The firm reports approximately $5.3 million in assets under management across six client relationships and generally requires a $100,000 minimum to open an account (which may be lowered or waived).
The firm’s investment approach blends fundamental analysis, tactical asset allocation, Modern Portfolio Theory and an explicit carbon assessment to identify climate-related risks and opportunities. Future First Finance implements strategies that can include long- and short-term holdings, trading and options, executes trades on a discretionary basis when authorized, and conducts quarterly account reviews.
Distinctive features in the brochure include the formal use of carbon assessment in security analysis and an explicit acknowledgment of artificial intelligence and machine learning risks tied to service providers, with periodic due diligence to mitigate those risks. As a sole practitioner, the owner performs quarterly reviews of personal trading to manage conflicts of interest and the firm does not vote client proxies, leaving proxy voting to clients.
Client services
Expertise
Occupation focus
Fee options
Financial planning fees between $1,500 and $4,000
$0 - $250,000: 1.00% annually $250,000.01 - $500,000: 0.90% annually $500,000.01 - $1,000,000: 0.80% annually $1,000,000.01+: 0.60% annually
$180 per hour for consultation services
Account minimum: $100,000 Fee-only: Financial planning flat fees between $1,500 and $4,000; hourly fees at $180 per hour
Main office
Madison WI
Advisors at this office
1
Most active in
Wisconsin
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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