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 serves individuals across a range of wealth levels, offering continuous asset management, written financial planning, and retirement‑plan services for sponsors and participants. These services are delivered through a network of roughly 90 investment adviser representatives who commonly operate as independent contractors and who also do business under the name Futurity First Wealth Management. The firm implements advice using strategic asset‑allocation models and a mix of in‑house and third‑party model portfolios, including Turnkey Asset Management Platforms (AdvisorEngine/AEPS with SMArtX sub‑advisors), and manages accounts on both discretionary and non‑discretionary bases. Advisors follow a documented, three‑pronged risk framework—capacity, willingness and personal circumstances—conduct ongoing due diligence on managers and strategies, and provide at least annual account reviews. Distinctive features include the firm’s production and distribution of investment newsletters and educational programs (newsletters are provided free to clients), a capability that is less common among enterprise advisers. Sequent also gives its IARs broad discretion to select models and third‑party managers and to negotiate advisory and planning fees within firm ranges, and it uses AdvisorEngine for centralized administrative, reporting and trade‑allocation support.

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.