Financial Planning First, LLC
Financial Planning First, LLC is an SEC-registered mass-market adviser in Tuscon, AZ with $113.9M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Financial Planning First, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 319273, SEC 801-134756, data through 2026-03-09.
- AUM (assets under management / regulatory AUM)
- $113.9M (2026-03-09)
- Firm type
- Mass-Market Adviser
- Location
- Tuscon, AZ
- Employees
- 3
- Clients
- 296
- CRD
- 319273
- Ownership
- SULLIVAN, MATTHEW, PAUL
How much AUM does Financial Planning First, LLC have?
Financial Planning First, LLC reported $113.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-09).
Who owns Financial Planning First, LLC?
Disclosed owners and executives of Financial Planning First, LLC include SULLIVAN, MATTHEW, PAUL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.