Key facts
- FINANCIAL PLANNING FIRST, LLC is a other based in TUSCON, AZ.
- FINANCIAL PLANNING FIRST, LLC reports $500K in regulatory assets under management, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 319273- Regulatory AUM
- $500K
- Private fund assets
- —
- Private funds
- —
- Staff
- 3
- Registered office
- TUSCON, AZ
- SEC status
- Approved
Discloses a disciplinary history on Form ADV. Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for FINANCIAL PLANNING FIRST, LLC are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is FINANCIAL PLANNING FIRST, LLC's AUM?
- FINANCIAL PLANNING FIRST, LLC manages approximately $500K in assets.