LifeFirst Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
LifeFirst Wealth serves individual clients with comprehensive financial planning and portfolio management, and also offers an employer-facing workplace financial wellness service called the Compass Program. The firm operates as a fee-only adviser and provides standalone discretionary investment management as well as project-based and ongoing planning engagements.
The firm develops individualized investment policies and asset allocation targets informed by modern portfolio theory and a mix of passive and active strategies, using fundamental and technical analysis to select funds and securities. It typically manages accounts on a discretionary basis through a digital institutional custodian platform and accommodates client-imposed investment restrictions in writing.
Noteworthy features include its recent registration (2024) and a very small reported client base and asset size (about $4.26 million in discretionary AUM across three clients), which shapes the scale and capacity of its services. The adviser’s CFP® and CRPC® credentials combined with a technical background and concurrent technology/quality-management consulting roles, plus the Compass workplace program and reliance on a fully digital custodian platform, differentiate the firm from many peers.
Client services
Expertise
Fee options
Project-Based Financial Planning hourly rate is $250
Compass Program fees are $XX per employee per month (exact amount not stated), with minimum one-year commitment
Account minimum: $200,000 Minimum fee: Initial fee up to $600 for construction of comprehensive financial plan, maximum annual fee $7,500 Fee-only: LifeFirst Wealth, LLC is a fee-only firm; compensation solely from clients for services
Main office
4100 Market Street SW, Suite 100, Pmb #1294
Huntsville AL 35808
Advisors at this office
1
Most active in
Alabama · Texas
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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Broker-dealer / trader
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Bank
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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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