Client First Financial Advisors, LLC

Overview

Client First Financial Advisors, LLC is a small, independent Registered Investment Adviser organized as an LLC that serves individuals and families. Its advisory scope centers on comprehensive financial planning and discretionary portfolio management, with add-on services that include pension consulting, selection of other advisers and educational workshops. The firm identifies as a capital allocator and shows a clear preference for equities, especially non-exchange traded positions, while also incorporating mutual funds and third‑party alternative managers into client solutions. Fee arrangements are flexible — the firm uses a mix of percentage‑of‑AUM, hourly and fixed fees — and it operates without an explicit ESG mandate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices