Valuefirst Planning LLC
Firm details
- Headquarters
- ,
- CRD number
- 337921
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Valuefirst Planning LLC is a small, individually owned limited liability company that provides portfolio management primarily to individual and family clients, and to small businesses. Its advisory model combines a percentage-of-assets fee option with the availability of fixed fees. The firm reports that it is not an active ESG investor and does not operate as a multi-state adviser; it focuses on traditional advisory services rather than pension consulting or related-adviser arrangements.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds51%
- Exchange Traded Equities33%
- Cash & Cash Equivalents16%
Contacts
1 of 1Edward Irwin
Investment Advisor RepresentativeCRD 2691391
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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