Greg Welborn
First Financial Consulting · Pasadena, California
Greg Welborn is a fee-only financial advisor at First Financial Consulting in Pasadena, California, who holds the MBA credential. First Financial Consulting reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | First Financial Consulting |
|---|---|
| Based in | Pasadena, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $762.6M across 2,192 accounts |
| Credentials | MBA |
| SEC registration | Investment adviser representative · CRD 2297732 |
| Exams passed | Series 63 (1992) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | firstfinancial.is |
| Profile |
How Greg's firm compares
- First Financial Consulting's average account is about $348,000, from its Form ADV (assets managed divided by 2,192 accounts).
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Questions about Greg
Is Greg Welborn a fee-only financial advisor?
Yes. Greg Welborn is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Greg's firm.
How does Greg charge for financial advice?
Greg's firm, First Financial Consulting, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Greg Welborn based?
Greg Welborn is based in Pasadena, California.
What credentials does Greg Welborn hold?
Greg Welborn holds the MBA credential.
Is Greg Welborn registered with the SEC?
Yes. Greg Welborn is registered as an investment adviser representative (CRD 2297732), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does First Financial Consulting manage?
First Financial Consulting reports $762.6M across 2,192 accounts in assets under management.
How do I contact Greg Welborn?
Through Greg's website, firstfinancial.is.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- 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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