FINANCIAL FIRST ADVISORS, INC.

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
1

Firm details

Headquarters
COLUMBIA, Maryland
CRD number
120995
Fee structure
Hourly Charges, Fixed Fees
Services
Financial Planning

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • RICHARD WAGENER

    Managing Partner and PrincipalCRD 456270

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth