FINANCIAL PLANNING FIRST, LLC
CRD #319273 SEC #801-134756 TUSCON, AZ 520-314-1301
SEC Registered Disclosures
Total AUM
$109.5M
Discretionary
$109.1M
Employees
4
Clients
1
Accounts
815
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $109.5M | $109.1M | $349.8K | 4 | 3 |
| May 2023 | $69.1M | $68.7M | $428.2K | 3 | 0 |
| Mar 2023 | $69.1M | $68.7M | $428.2K | 3 | 0 |
| Feb 2023 | $69.1M | $68.7M | $428.2K | 3 | 0 |
| Feb 2023 | $69.1M | $68.7M | $428.2K | 3 | 0 |
| Dec 2022 | $71.4M | $70.9M | $449.1K | 2 | 0 |
| Dec 2022 | $71.4M | $70.9M | $449.1K | 2 | 0 |
| Nov 2022 | $71.4M | $70.9M | $449.1K | 2 | 0 |
| Nov 2022 | $71.4M | $70.9M | $449.1K | 2 | 0 |
| Oct 2022 | $71.4M | $70.9M | $449.1K | 2 | 0 |
| Oct 2022 | $71.4M | $70.9M | $449.1K | 2 | 0 |
| Sep 2022 | $71.4M | $70.9M | $449.1K | 2 | 0 |
| Sep 2022 | $71.4M | $70.9M | $449.1K | 2 | 0 |
| Sep 2022 | $71.4M | $70.9M | $449.1K | 2 | 0 |
| Jun 2022 | $0 | $0 | $0 | 2 | 0 |
| May 2022 | $0 | $0 | $0 | 2 | 0 |
| May 2022 | $0 | $0 | $0 | 2 | 0 |
| Apr 2022 | $0 | $0 | $0 | 2 | 0 |
DateOct 2025
Total AUM$109.5M
Discretionary$109.1M
Non-Disc.$349.8K
Employees4
Clients3
DateMay 2023
Total AUM$69.1M
Discretionary$68.7M
Non-Disc.$428.2K
Employees3
Clients0
DateMar 2023
Total AUM$69.1M
Discretionary$68.7M
Non-Disc.$428.2K
Employees3
Clients0
DateFeb 2023
Total AUM$69.1M
Discretionary$68.7M
Non-Disc.$428.2K
Employees3
Clients0
DateFeb 2023
Total AUM$69.1M
Discretionary$68.7M
Non-Disc.$428.2K
Employees3
Clients0
DateDec 2022
Total AUM$71.4M
Discretionary$70.9M
Non-Disc.$449.1K
Employees2
Clients0
DateDec 2022
Total AUM$71.4M
Discretionary$70.9M
Non-Disc.$449.1K
Employees2
Clients0
DateNov 2022
Total AUM$71.4M
Discretionary$70.9M
Non-Disc.$449.1K
Employees2
Clients0
DateNov 2022
Total AUM$71.4M
Discretionary$70.9M
Non-Disc.$449.1K
Employees2
Clients0
DateOct 2022
Total AUM$71.4M
Discretionary$70.9M
Non-Disc.$449.1K
Employees2
Clients0
DateOct 2022
Total AUM$71.4M
Discretionary$70.9M
Non-Disc.$449.1K
Employees2
Clients0
DateSep 2022
Total AUM$71.4M
Discretionary$70.9M
Non-Disc.$449.1K
Employees2
Clients0
DateSep 2022
Total AUM$71.4M
Discretionary$70.9M
Non-Disc.$449.1K
Employees2
Clients0
DateSep 2022
Total AUM$71.4M
Discretionary$70.9M
Non-Disc.$449.1K
Employees2
Clients0
DateJun 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMay 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMay 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateApr 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0