FINANCIAL FIRST ADVISORS, INC.
Firm details
- Headquarters
- COLUMBIA, Maryland
- CRD number
- 120995
- Fee structure
- Hourly Charges, Fixed Fees
- Services
- Financial Planning
Firm profile
FINTRXOverview
Financial First Advisors, Inc. is an independent registered investment adviser that combines fee-based financial planning with insurance brokerage services. The firm operates under an individual ownership structure and bills clients using hourly and fixed-fee arrangements rather than asset-based advisory fees. That billing model, together with its classification as not being a capital allocator, suggests the firm focuses on providing planning and product access rather than running pooled-investment vehicles or managing third-party private funds directly. Investment activity centers on conventional pooled products and third-party managers rather than proprietary strategies. The firm is not an active ESG investor and is not registered to operate across multiple states, which implies a geographically concentrated client reach and a traditional planning/advice practice rather than a national institutional advisory platform.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1RICHARD WAGENER
Managing Partner and PrincipalCRD 456270
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
COLUMBIA, MD
HOWARD
Location
COLUMBIA, MD
Headquartered in COLUMBIA, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- HOWARD
- Address
- 5950 Symphony Woods Rd
- Time zone
- ET (UTC-5)
- Office locations
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