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1st Financial Planning Group
1ST FINANCIAL PLANNING GROUP, INC. is a state-registered investment adviser. The firm has one employee and one investment adviser. It operates with a single...
Overview
1ST FINANCIAL PLANNING GROUP, INC. is a state-registered investment adviser. The firm has one employee and one investment adviser. It operates with a single employee and one investment adviser.
General information
Firm type
RIA
Location
Region
North America
Country
United States
Sector focus
Frequently asked questions
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.
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.
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.
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