Plan First Wealth LLC
Firm details
- Headquarters
- ,
- CRD number
- 289185
- Registered since
- April 1, 2019
- Website
- planfirstwealth.com
- Custodians
- BETTERMENT, NOVIA GLOBAL LTD, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI87.54%
- Individuals12.46%
- Services
- Financial PlanningPortfolio Management for IndividualsPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Plan First Wealth LLC is an independent, owner-operated registered investment adviser formed in 2019 and organized as an LLC. The firm serves individual and family clients and bills chiefly as a percentage of assets under management, supplemented by fixed-fee engagements. Core advisory services reported on filings include financial planning, discretionary and non‑discretionary portfolio management for individuals and small businesses, and client education through publications and seminars. Filings indicate the firm does not identify as an active ESG investor and is not designated as a capital allocator.
Assets & Accounts
Public Holdings
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 Funds88%
- Cash & Cash Equivalents9%
- Exchange Traded Equities2%
- US Government Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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