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First Choice Financial Planning
FIRST CHOICE FINANCIAL PLANNING LLC is an SEC-registered investment adviser. The firm manages approximately $3 million in regulatory assets. It has 1 employee...
First Choice Financial Planning
FIRST CHOICE FINANCIAL PLANNING LLC is an SEC-registered investment adviser. The firm manages approximately $3 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Location
City
Allen
Sector focus
Frequently asked questions
Is First Choice Financial Planning a fiduciary?
As a registered investment adviser (RIA) under the Investment Advisers Act of 1940, First Choice Financial Planning is legally bound to act as a fiduciary, meaning it must put client interests ahead of its own. This is a higher standard than the suitability standard applied to brokers.
What services does First Choice Financial Planning offer?
Based on the firm's name and regulatory registration, First Choice Financial Planning provides financial planning and investment management services. These typically include retirement planning, portfolio management, and asset allocation tailored to individual client goals.
Who founded First Choice Financial Planning?
The founding principal of First Choice Financial Planning is not publicly identified in available records. The firm does not appear to disclose ownership or management details on its website or regulatory filings.
What is the AUM of First Choice Financial Planning?
First Choice Financial Planning does not publicly disclose its assets under management. The firm operates as a smaller-scale registered investment adviser, likely serving retail clients with modest portfolio sizes.
How does First Choice Financial Planning charge for its services?
As a typical RIA, First Choice Financial Planning likely charges fees based on a percentage of assets under management or a flat fee for financial planning engagements. These fee structures are disclosed to clients before engagement.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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