Barry Federici
Family First Wealth Management, LLC · Sycamore, Illinois
Barry Federici is a fee-only financial advisor at Family First Wealth Management, LLC in Sycamore, Illinois, who holds the CFP, CPA and JD credentials.
- $16M
- Firm assets managed
- $626,000
- Firm's average account
- 1994
- First securities exam
What Barry focuses on
Who Barry works with
- Multi-generational families
How does Barry's firm compare?
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Family First Wealth Management, LLC's average account is about $626,000, from its Form ADV (assets managed divided by 26 accounts).
Questions about Barry
Is Barry Federici a fee-only financial advisor?
Yes. Barry Federici is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Barry's firm.
How does Barry Federici charge for financial advice?
Barry's firm, Family First Wealth Management, LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Barry Federici based?
Barry Federici is based in Sycamore, Illinois.
What does Barry Federici specialize in?
Barry Federici's specialties include family wealth transfer, retirement planning and tax planning. Barry works with multi-generational families.
What credentials does Barry Federici hold?
Barry Federici holds the CFP, CPA and JD credentials.
Is Barry Federici registered with the SEC?
Yes. Barry Federici is registered as an investment adviser representative in IL (CRD 2436730), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Family First Wealth Management, LLC manage?
Family First Wealth Management, LLC reports $16.3M across 26 accounts in assets under management.
How do I contact Barry Federici?
Through Barry Federici's website, familyfirstwealthmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| Firm | Family First Wealth Management, LLC |
|---|---|
| Based in | Sycamore, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $16.3M across 26 accounts |
| Credentials | CFP · CPA · JD |
| SEC registration | Investment adviser representative in IL · CRD 2436730 |
| Exams passed | Series 63 (1994) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | familyfirstwealthmanagement.com |
| Profile |
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Other fee-only advisors in Illinois
Other advisors in Illinois who focus on family wealth transfer
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Family First Wealth Management, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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