Firm
Client First Financial Advisors
Coral Springs, Florida
Fee-only
Client First Financial Advisors at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 8 individual clients.
- Its average account is about $395,000 (assets it manages divided by its 16 accounts).
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Coral Springs, Florida |
|---|---|
| Phone | (954) 757-0940 |
Client First Financial Advisors fees
Client First Financial Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $6 million |
| Individual clients | 8 |
| Accounts managed | 16 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | March 23, 2026 |
| SEC record | CRD 141995 |