RIA Intelligence

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
This firm has regulatory disclosures on file. View disclosures

Firm Details

Organization Type
Limited Liability Company
State of Formation
Arizona
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Oct 14, 2025
Branch Offices
0
LEI
87-4727814

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
SULLIVAN, MATTHEW, PAULICHIEF COMPLIANCE OFFICERE Control
SULLIVAN, MATTHEW, PAULICHIEF COMPLIANCE OFFICERE Control
SULLIVAN, MATTHEW, PAULICHIEF COMPLIANCE OFFICERE Control
SULLIVAN, MATTHEW, PAULICHIEF COMPLIANCE OFFICERE Control
SULLIVAN, MATTHEW, PAULICHIEF COMPLIANCE OFFICERE Control
SULLIVAN, MATTHEW, PAULICHIEF COMPLIANCE OFFICERE Control
SULLIVAN, MATTHEW, PAULICHIEF COMPLIANCE OFFICERE Control
SULLIVAN, MATTHEW, PAULICHIEF COMPLIANCE OFFICERE Control
SULLIVAN, MATTHEW, PAULICHIEF COMPLIANCE OFFICERE Control
SULLIVAN, MATTHEW, PAULICHIEF COMPLIANCE OFFICERE Control
SULLIVAN, MATTHEW, PAULICHIEF COMPLIANCE OFFICERE Control
SULLIVAN, MATTHEW, PAULICHIEF COMPLIANCE OFFICERE Control
SULLIVAN, MATTHEW, PAULICHIEF COMPLIANCE OFFICERE Control
SULLIVAN, MATTHEW, PAULICHIEF COMPLIANCE OFFICERE Control
SULLIVAN, MATTHEW, PAULICHIEF COMPLIANCE OFFICERE Control
SULLIVAN, MATTHEW, PAULICHIEF COMPLIANCE OFFICERE Control
SULLIVAN, MATTHEW, PAULICHIEF COMPLIANCE OFFICERE Control
SULLIVAN, MATTHEW, PAULICHIEF COMPLIANCE OFFICERE Control
SULLIVAN, MATTHEW, PAULIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Oct 14, 2025 REGISTERED

Notice Filings (8)

AZ CA FL ID NY TX VA WA

Address

3567 E SUNRISE DR STE B237
TUSCON, AZ 85718
United States
Phone: 520-314-1301