Financial Planning First

FINANCIAL PLANNING FIRST, LLC is an SEC-registered investment adviser in Tucson, AZ, registered since 2025. The firm manages $114 million in assets, $113...

Financial Planning First

FINANCIAL PLANNING FIRST, LLC is an SEC-registered investment adviser in Tucson, AZ, registered since 2025. The firm manages $114 million in assets, $113 million on a discretionary basis. It has 3 employees and 1 investment adviser.

Website

financialplanningfirst.com

General information

Firm type

Asset Manager

What is Financial Planning First?

Financial Planning First is a asset manager tracked on Altss.

What does Altss track for Financial Planning First?

Altss maintains an OSINT-verified profile of Financial Planning First covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.

What is Financial Planning First's website?

Financial Planning First's public website is financialplanningfirst.com. Verified contact details for principals and decision-makers are available to Altss subscribers.

What type of firm is Financial Planning First?

Financial Planning First is classified by Altss as a Asset Manager.

How does Altss source intelligence on Financial Planning First?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

When was Financial Planning First's Altss profile last updated?

Financial Planning First's profile on Altss was last refreshed on June 3, 2026. Continuous updates are applied as new public information is verified.

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.