First Financial Consulting

First Financial Consulting at a glance

• One of 1,191 fee-only firms based in California in the Wellspent graph.
• 8 advisors are listed here; 2 of 8 hold the CFP.
• Its Form ADV reports 12 employees and 636 individual clients, 487 of them high net worth.
• Its average account is about $348,000 (assets it manages divided by its 2,192 accounts).

Fee-only advisors in California · What fee-only advisors charge in California

Facts

First Financial Consulting fees

First Financial Consulting 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

Advisors at this firm (8)

• Chad Germann

• Christian Welborn

• Christopher Siraganian

  CFP

• Daniel Beckwith

  CFP

• Greg Welborn

  MBA

• John Griesinger

• Luis Salas Ruiz

• Scott Sommers

  ChFC