SEC Form ADV

FINANCIAL PLANNING FIRST, LLC

Registered Investment AdviserAZ
$113.9M
Assets Under Management
3
Total Clients
3
Employees
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Registration Details

Accession
crd-319273
Location
TUSCON, AZ
Filing Date
March 9, 2026
AUM
$113.9M
Total Clients
3
Institutional Clients
5
Employees
3
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansCharitable Organizations

About this Adviser

FINANCIAL PLANNING FIRST, LLC is a registered investment adviser headquartered in TUSCON, AZ, managing approximately $113.9M in assets across 3 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.