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.
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")