Kurt Underhill
FIRST Financial Group · Raleigh, North Carolina
Kurt Underhill is a fee-only financial advisor at FIRST Financial Group in Raleigh, North Carolina. FIRST Financial Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | FIRST Financial Group |
|---|---|
| Based in | Raleigh, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $317.0M across 1,026 accounts |
| SEC registration | Investment adviser representative in NC · CRD 4591956 |
| Exams passed | Series 66 (2003) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.ffgplanning.com |
How Kurt's firm compares
- FIRST Financial Group's average account is about $309,000, from its Form ADV (assets managed divided by 1,026 accounts).
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Questions about Kurt
Is Kurt Underhill a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kurt holds no broker registration, and FIRST Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kurt charge for financial advice?
Kurt's firm, FIRST Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Does Kurt work with clients virtually?
Yes. FIRST Financial Group says on its website that it works with clients remotely.
Where is Kurt Underhill based?
Kurt Underhill is based in Raleigh, North Carolina.
Is Kurt Underhill registered with the SEC?
Yes. Kurt Underhill is registered as an investment adviser representative in NC (CRD 4591956), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does FIRST Financial Group manage?
FIRST Financial Group reports $317.0M across 1,026 accounts in assets under management.
How do I contact Kurt Underhill?
Through Kurt's website, www.ffgplanning.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
- FIRST Financial Group website : specialties, clients served, and fees, checked October 30, 2026
- 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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