Family First Financial Planning
Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
1
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fixed/Hourly
About This Firm
Family First Financial Planning provides financial planning services such as cash flow analysis, retirement planning, education funding, risk management, tax strategies, and estate planning. Services are offered in two formats: Limited Services Engagement and As Needed Services Engagement. The firm does not provide ongoing investment supervisory services or portfolio management services.
Fee Structure
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
Location
850 NW Federal Highway, Suite 150, Stuart, FL, 34994