Valuefirst Planning LLC

RIAState Registered
Total AUM
$460K
Discretionary
$460K
100% of AUM
Avg account
$92K
Accounts
5
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
337921
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Valuefirst Planning LLC is a small, independent registered investment adviser organized as a Michigan limited liability company and owned by an individual principal. The firm focuses on serving individual and family clients with financial planning and portfolio management for individuals and small businesses. Compensation is a mix of AUM-based fees and fixed fees, and the practice does not emphasize ESG integration in its investment approach. The adviser operates as a state-registered RIA in Michigan rather than a multi-state or SEC-registered firm. Services are oriented to straightforward wealth-management and planning needs rather than pension consulting or institutional capital allocation.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 51%, Exchange Traded Equities 33%, Cash & Cash Equivalents 16%51%
  • Public Funds/Mutual Funds51%
  • Exchange Traded Equities33%
  • Cash & Cash Equivalents16%

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth