Juan Pantoja
Financial Planning First · Tuscon, Arizona
Juan Pantoja is a fee-only financial advisor at Financial Planning First in Tuscon, Arizona. Financial Planning First reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Financial Planning First |
|---|---|
| Based in | Tuscon, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $113.9M across 811 accounts |
| SEC registration | Investment adviser representative in AZ · CRD 5928888 |
| Exams passed | Series 63 (2013) · Series 65 (2014) |
| Firm size | 3 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.financialplanningfirst.com |
How Juan's firm compares
- Financial Planning First's average account is about $140,000, from its Form ADV (assets managed divided by 811 accounts).
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Questions about Juan
Is Juan Pantoja a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Juan holds no broker registration, and Financial Planning First reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Juan charge for financial advice?
Juan's firm, Financial Planning First, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Juan Pantoja based?
Juan Pantoja is based in Tuscon, Arizona.
Is Juan Pantoja registered with the SEC?
Yes. Juan Pantoja is registered as an investment adviser representative in AZ (CRD 5928888), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Financial Planning First manage?
Financial Planning First reports $113.9M across 811 accounts in assets under management.
How do I contact Juan Pantoja?
Through Juan's website, www.financialplanningfirst.com.
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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