A complete list of active advisors currently associated with Plan First Wealth LLC

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

Plan First Wealth serves individual clients and families with a specialist focus on British expatriates living in the United States, addressing cross-border financial issues tied to UK domicility such as UK pensions, ISAs, endowment policies, and unit trusts. The firm provides investment management and financial planning services and delivers advisory services to wrap-fee accounts through the Betterment for Advisors platform. Investment decisions for wrap accounts are implemented on a discretionary basis through Betterment and its affiliated broker-dealer, using Betterment-constructed portfolios, third‑party model portfolios, or advisor-designed custom portfolios that rely on specified return and volatility assumptions. Betterment’s platform supports goal‑based investing, automated rebalancing, and centralized account access and reporting; the advisor meets with clients at least annually to review the wrap program accounts. The firm’s combination of a focused cross‑border client niche and a wrap‑fee delivery model on a digital platform is a notable feature relative to many peers. The brochure discloses that wrap accounts receive quarterly performance summaries and that Betterment may offer advisor-facing services such as webinars and business‑development support, with related conflicts disclosed.

To learn more about the advisors currently working at Plan First Wealth LLC, 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.