Plan First Wealth LLC

RIASEC RegisteredEst. 2019

Total AUM

$140M

Discretionary

$102M

73% of AUM

Avg account

$688K

Accounts

204

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 289185
Registered since: April 1, 2019
Website: planfirstwealth.com
Custodians: BETTERMENT, NOVIA GLOBAL LTD, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI87.54%
Individuals12.46%
Services: Financial PlanningPortfolio Management for IndividualsPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Plan First Wealth LLC is an independent, owner-operated registered investment adviser formed in 2019 and organized as an LLC. The firm serves individual and family clients and bills chiefly as a percentage of assets under management, supplemented by fixed-fee engagements. Core advisory services reported on filings include financial planning, discretionary and non‑discretionary portfolio management for individuals and small businesses, and client education through publications and seminars. Filings indicate the firm does not identify as an active ESG investor and is not designated as a capital allocator.