CLIENT 1ST ADVISORY GROUP

Overview

Client 1st Advisory Group is an independent RIA that focuses on financial planning and portfolio management for individuals and families, with insurance brokerage capabilities layered into its services. The firm manages a predominantly discretionary book and favors using pooled public funds—mutual funds and ETFs—as the backbone of client portfolios. That approach points to a model built around diversified, fund-based core exposures rather than concentrated, single-stock strategies. The firm earned placement on FA Magazine’s Top RIA Firms list in 2020, signaling industry recognition for its practice size or growth at that time. Investment activity shows a clear tilt toward liquid, easily implementable vehicles for core equity and fixed income exposure, while selectively allocating to alternative strategies for diversification and potential income enhancement. Fee arrangements include percentage of AUM as well as hourly and fixed-fee engagements, allowing flexibility for both comprehensive wealth management clients and smaller planning-only relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices