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Financial Planning First, LLC

● SEC registered since 2025CRD 319273SEC# 801-134756Tuscon, AZ
Export (members)
Reg. AUM
$109.5M
Employees
4
Accounts
815
Location
Tuscon, AZ

Financial Planning First, LLC assets under management

Financial Planning First, LLC is an investment advisory firm registered with the SEC based in Tuscon, AZ. The firm has been registered since 2025. It reports $109.5 million in regulatory assets under management and employs 4 people.
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Financial Planning First, LLC owners & executives

1 reported
NameTitleOwnershipSince
Matthew Paul Sullivan ControlPresident & Chief Compliance OfficerOver 75%2022

Frequently asked questions

How much does Financial Planning First, LLC manage?

Financial Planning First, LLC reports $109.5 million in regulatory assets under management on its Form ADV.

How many employees does Financial Planning First, LLC have?

Financial Planning First, LLC reports 4 employees.

Where is Financial Planning First, LLC located?

Financial Planning First, LLC is based in Tuscon, AZ and has been SEC-registered since 2025.

Does Financial Planning First, LLC disclose fund performance?

Financial Planning First, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3567 E Sunrise Dr Ste B237, Tuscon, AZ 85718
Phone520-314-1301
Office hoursBy Appointment
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyYes

Assets under management

Discretionary$109.1M
Non-discretionary$350K
Total (RAUM)$109.5M