First Step Wealth Planning

RIASEC RegisteredEst. 2025

Total AUM

$31.3M

Discretionary

$31.3M

100% of AUM

Avg account

$272K

Accounts

115

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 317527
Registered since: May 13, 2025
Website: first-stepwealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Fixed Fees
Client types: HNWI84.06%
Individuals15.94%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

First Step Wealth Planning is an independent, owner-operated RIA organized as an LLC. The firm is SEC-registered (2025) and serves individual and family clients using a fixed-fee model. Its advisory work centers on financial planning, portfolio management for individuals and small businesses, and selecting third-party advisers when appropriate. The firm identifies itself as a capital allocator but does not describe an ESG focus and is not registered as a multi-state adviser.