First Step Wealth Planning
Firm details
- Headquarters
- ,
- CRD number
- 317527
- Registered since
- May 13, 2025
- Website
- first-stepwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Fixed Fees
- Client types
- HNWI84.06%
- Individuals15.94%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
First Step Wealth Planning is an independent, individual-owned RIA that provides fee-for-service financial planning and portfolio management to individuals and families. The firm describes itself as a capital allocator and offers selection of other advisers alongside direct portfolio management for individuals and small businesses. It reports a fixed-fee model rather than percentage-based investment fees, and it does not identify as an ESG-focused adviser. First Step Wealth Planning registered with the SEC in 2025.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities62%
- US Government Bonds19%
- Public Funds/Mutual Funds17%
- State & Local Bonds1%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Erik Nero
Founder & PresidentCRD 4047258
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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