First Choice Financial Planning, LLC
RIAState Registered
Total AUM
$3.2M
Discretionary
$3.2M
100% of AUM
Avg account
$102K
Accounts
31
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 166363
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
First Choice Financial Planning, LLC is an independent registered investment adviser organized as an LLC and owned by an individual principal. The firm serves individual and family clients and charges fees as a percentage of assets under management. Its primary advisory activity is portfolio management for individuals and small businesses. The firm does not identify itself as an active ESG investor, is not a pension consultant, and does not present as a capital allocator or related adviser in the available records.
Assets & Accounts
Investments & Alternatives
Location & Offices
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 Funds71%
- Cash & Cash Equivalents24%
- Exchange Traded Equities5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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