CRD: 319273
Financial Planning First, LLC
$113.9M Total AUM
$113.4M Disc. AUM
18.7% 3Y CAGR
3 Employees
299 ADV. Clients
4 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-13-2022
- Office Locations
- 2
Office Locations
3567 E Sunrise DR STE B237 Tuscon AZ
-- Tucson AZ
About Financial Planning First, LLC
Financial Planning First LLC is a Tucson, AZ-based RIA providing comprehensive financial planning across investment, retirement, college, and estate needs, alongside ongoing investment planning and management. The firm emphasizes a planning-first roadmap to help clients navigate market volatility. Portfolios are primarily implemented with ETFs and mutual funds, with custody including Charles Schwab.
Team overview
61 AVG AGE
$113.9M AVG AUM / ADVISOR
$380.8K AVG AUM / CLIENT
2.9 yrs AVG TENURE
3 Employees
1 Advisory Reps
3 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
MATTHEW PAUL SULLIVAN
Chief Compliance Officer, President
- CRD
- #1516530
- Ownership
- 75% or more
Available
Available
Available
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GARY KEITH IMUS
President
- CRD
- #1328490
Available
Available
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S
Sean Michael McDowell
--
- CRD
- #8267072
Available
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Available
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $113,432,419 | $140,213 |
| Non-Discretionary | $428,958 | $214,479 |
| Total | $113,861,377 | $140,396 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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