LT
CFP
Firm Information
Compensation
Fixed/Hourly
Number of Advisors
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Hourly Rate:$325/hr
Financial planning services are offered on a fixed fee basis, generally based on an hourly rate of $325 per hour. Services are also offered on an hourly basis at $325 per hour, billed in 15-minute increments. Workshops are generally pro bono. The first 30-minute introductory session is complimentary.
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Loading...
Advisor Information
Office location
850 NW Federal Highway, Suite 150, Stuart, FL, 34994
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Family First Financial Planning
March 1999 - Present · 26 yrs 10 mos
State Registrations2 states
FLGA
Advisor
Exams
No exam information available for this advisor.