Valuefirst Planning LLC
Firm details
- Headquarters
- ,
- CRD number
- 337921
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Valuefirst Planning LLC is a small, independent registered investment adviser organized as a Michigan limited liability company and owned by an individual principal. The firm focuses on serving individual and family clients with financial planning and portfolio management for individuals and small businesses. Compensation is a mix of AUM-based fees and fixed fees, and the practice does not emphasize ESG integration in its investment approach. The adviser operates as a state-registered RIA in Michigan rather than a multi-state or SEC-registered firm. Services are oriented to straightforward wealth-management and planning needs rather than pension consulting or institutional capital allocation.
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 Funds51%
- Exchange Traded Equities33%
- Cash & Cash Equivalents16%
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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