Family First Wealth Management, LLC
Sycamore, Illinois
Family First Wealth Management, LLC at a glance
- One of 330 fee-only firms based in Illinois in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 12 individual clients, 6 of them high net worth.
- Its average account is about $626,000 (assets it manages divided by its 26 accounts).
Fee-only advisors in Illinois · What fee-only advisors charge in Illinois
Facts
| Based in | Sycamore, Illinois |
|---|---|
| Website | familyfirstwealthmanagement.com |
| [email protected] | |
| Phone | (815) 517-1755 |
Questions about Family First Wealth Management, LLC
How is Family First Wealth Management, LLC paid?
Family First Wealth Management, LLC's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Family First Wealth Management, LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Family First Wealth Management, LLC.
What is the average account at Family First Wealth Management, LLC?
Family First Wealth Management, LLC's average account is about $626,000. That's the assets on its Form ADV divided by its 26 accounts.
What does Family First Wealth Management, LLC specialize in?
Family First Wealth Management, LLC's advisors and website list family wealth transfer, retirement planning and tax planning.
Family First Wealth Management, LLC fees
Family First Wealth Management, LLC 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 | $16 million |
| Individual clients | 6 |
| High-net-worth clients | 6 |
| Accounts managed | 26 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 306030 |
Advisors at this firm (1)
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