Updated:Jun 3, 2026

1st Financial Planning Group

1ST FINANCIAL PLANNING GROUP, INC. is an SEC-registered investment adviser. The firm has one employee and one investment adviser. It operates with a single...

1st Financial Planning Group

1ST FINANCIAL PLANNING GROUP, INC. is an SEC-registered investment adviser. The firm has one employee and one investment adviser. It operates with a single employee and one investment adviser.

Website

1stfinancialplanninggroup.com

General information

Firm type

RIA

Location

Region

North America

Country

United States

Sector focus

Financial ServicesWealth Management

Is 1st Financial Planning Group a fiduciary?

As a registered investment advisor with US regulators, 1st Financial Planning Group operates under a fiduciary standard, legally obligated to act in clients' best interests. This contrasts with broker-dealers, which only must meet a suitability standard.

How does 1st Financial Planning Group charge for its services?

The firm charges a fee based on a percentage of assets under management, a common structure among RIAs. No information suggests commission-based or performance-based fees.

What types of clients does 1st Financial Planning Group serve?

The firm serves both individuals and institutions, handling financial planning and discretionary portfolio management. Client minimums and specialization are not publicly disclosed.

Does 1st Financial Planning Group have a specific investment philosophy?

Specific investment strategies are not detailed in public filings. Like many RIAs, the firm likely builds diversified portfolios using low-cost instruments such as ETFs or mutual funds, but no formal investment philosophy is published.

What is the size of 1st Financial Planning Group's assets under management?

AUM data is not publicly available. The firm's regulatory filings do not disclose this figure, and no third-party sources provide an estimate.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.