# Financial Planning First

Financial Planning First is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **Website:** https://financialplanningfirst.com

## Regulatory record

- **CRD number:** 319273
- **SEC file number:** 801-134756
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/319273

## About

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.

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/financial-planning-first-llc

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