A complete list of active advisors currently associated with US 1st Wealth Management
Warmer can help you find a great advisor at US 1st Wealth Management or one who fits your needs even better.
US 1 Wealth Management is a single-advisor independent advisory firm that serves primarily individual clients with personalized financial planning, college-planning engagements, and referrals to third‑party money managers. The firm delivers financial plans on an hourly or fixed‑fee basis and arranges college‑planning services through a third‑party provider that handles FAFSA and CSS/Profile filings. Rather than exercising discretionary portfolio management or charging percentage‑of‑assets fees, the firm does not manage client assets directly and instead solicits third‑party money managers to implement investments; clients receive account statements from the third‑party managers’ custodians. Financial planning work typically includes net‑worth and risk analyses, written plans delivered to clients, and optional plan review/update services. Distinctive features disclosed in the brochure include an affiliated insurance practice maintained by the firm’s managing member and receipt of commissions from that separate activity, a relationship the firm says it discloses as a potential conflict of interest. The firm also emphasizes college‑planning engagements via a specialist vendor and holds a Certified Financial Educator credential, reflecting a client‑education focus and occasional educational offerings that are less common among solo independent advisors.
To learn more about the advisors currently working at US 1st Wealth Management, 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.
Name |
Location |
Years of experience |
|---|---|---|
Kingwood, TX
| 22
|
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