A complete list of active advisors currently associated with Sequent Planning, LLC

Warmer can help you find a great advisor at Sequent Planning, LLC or one who fits your needs even better.

Sequent Planning, LLC (doing business as Futurity First Wealth Management) is an SEC-registered investment adviser that serves individuals (including high-net-worth clients), retirement plan sponsors, small and medium-sized businesses, endowments and nonprofit organizations. The firm offers asset management, written financial planning, access to third‑party model managers through TAMPs, and a full range of retirement-plan services from fiduciary consulting to discretionary fiduciary management. Advisory services are delivered by a network of approximately 97 investment adviser representatives who typically operate as independent contractors and implement Sequent’s mix of firm-developed models, third‑party managers and customized allocations. The firm describes a structured risk framework that considers a client’s capacity and willingness to take risk, emphasizes diversified manager and style exposures, uses tax-aware placement guidance, and relies on platforms such as AdvisorEngine (administrative services) and AEPS/SMArtX for certain TAMP-managed strategies; custody is maintained through Charles Schwab. Compared with many multi‑team peers, Sequent publishes ongoing investment communications and newsletters to clients and prospects (provided free of charge), an offering that is relatively uncommon among firms of its size. The firm also discloses specific operational affiliations and oversight arrangements—including a parent company relationship with Senior Market Sales (under the ownership of Alliant Insurance Services), the use of AdvisorEngine’s platform, and detailed ERISA/rollover conflict disclosures—which may be useful for clients evaluating governance, platform use, and retirement‑service capabilities.

To learn more about the advisors currently working at Sequent Planning, 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.

You can also browse Sequent Planning, LLC's office locations.