Edward Irwin
Valuefirst Planning · Shelby Township, Michigan
Edward Irwin is a fee-only financial advisor at Valuefirst Planning in Shelby Township, Michigan, who holds the CFP credential. Valuefirst Planning reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Valuefirst Planning |
|---|---|
| Based in | Shelby Township, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $460K across 5 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MI · CRD 2691391 |
| Exams passed | Series 63 (2024) · Series 65 (1999) · Series 66 (2024) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Edward's firm compares
- Valuefirst Planning's average account is about $92,000, from its Form ADV (assets managed divided by 5 accounts).
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Questions about Edward
Is Edward Irwin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Edward holds no broker registration, and Valuefirst Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Edward charge for financial advice?
Edward's firm, Valuefirst Planning, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Edward Irwin based?
Edward Irwin is based in Shelby Township, Michigan.
What credentials does Edward Irwin hold?
Edward Irwin holds the CFP credential.
Is Edward Irwin registered with the SEC?
Yes. Edward Irwin is registered as an investment adviser representative in MI (CRD 2691391), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Valuefirst Planning manage?
Valuefirst Planning reports $460K across 5 accounts in assets under management.
How do I contact Edward Irwin?
Contact details aren't on file yet. Search for Valuefirst Planning.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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