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- Custodian
- Charles Schwab & Company ยท JP Morgan
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-14-2022
- Office Locations
- 1
Office Locations
About First Step Wealth Planning
First Step Wealth Planning is a Wilton, NY-based RIA led by Erik Nero (CFP professional; Retirement Income Certified Professional). The firm focuses on values-based retirement planning for pre-retirees and retirees, integrating income planning, tax and Roth strategies, Social Security/Medicare guidance, estate and insurance planning, and ongoing investment management. Ongoing implementation is offered for a flat monthly fee; portfolios are commonly implemented with ETFs and fixed income.
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Owner & Executives
Erik Michael Nero
Chief Compliance Officer, President
- CRD
- #4047258
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $31,285,253 | $272,046 |
| Non-Discretionary | $0 | -- |
| Total | $31,285,253 | $272,046 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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