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- Custodian
- Betterment ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-26-2018
- Office Locations
- 3
Office Locations
About Plan First Wealth LLC
Plan First Wealth is a lifestyle financial planning and wealth management firm focused on British expats and other international families in the U.S. The team builds goal-based retirement plans and coordinated US/UK balance sheets, aligning portfolios with an investment policy and retirement income plan while helping clients avoid costly overseas-asset reporting mistakes by coordinating with cross-border CPAs. Investment approach is long-term and planning-driven equity focused; custodies through Betterment.
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Platform
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Owner & Executives
RICHARD CHRISTOPHER TAYLOR
Chief Executive Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #6474262
- Ownership
- 75% or more
MARTHA SARAH KERN
Chief Compliance Officer, Financial Advisor, General Partner
- CRD
- #4828247
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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JAMES EDWARD BOYLE
Certified Financial Planner
- CRD
- #6611274
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $102,372,075 | $616,699 |
| Non-Discretionary | $37,943,238 | $998,506 |
| Total | $140,315,313 | $687,820 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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