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FINANCIAL PLANNING FIRST, LLC

TUSCON, AZ · CRD 319273 · IAPD ↗ · 520-314-1301

$113.9MRegulatory AUM
1Advisory reps
3Employees
3Clients
1-10Planning clients
0Private funds
8States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
December 2025 — FINANCIAL PLANNING FIRST, LLC (TUSCON, AZ) is newly SEC-registered with $109.5M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.