FINANCIAL PLANNING FIRST, LLC
SEC Form ADV profile.
Total regulatory AUM
$113,861,377
Discretionary
$113,432,419
Non-discretionary
$428,958
Firm details
- CRD number
- 319273
- SEC file number
- 801-134756
- Main office
- TUSCON, AZ, United States
- Employees
- 3
- SEC status
- Approved
- Website
- http://www.facebook.com/FP1stLLC
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.