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Wellspent public graph/Firms/First Growth Capital
Firm

First Growth Capital

Miami, Florida

Fee-only

First Growth Capital at a glance

  • One of 570 fee-only firms based in Florida in the Wellspent graph.
  • 1 advisor is listed here.
  • Its Form ADV reports 4 employees and 67 individual clients, 51 of them high net worth.
  • Its average account is about $1.9 million (assets it manages divided by its 67 accounts).

Specialties Small business owners

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

Facts

Based inMiami, Florida
Websitefirstgrowthcapitalpartners.com
Phone(202) 474-2269

First Growth Capital fees

First Growth Capital 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 byPercentage of assets · Fixed fees
Assets managed$131 million
Individual clients16
High-net-worth clients51
Accounts managed67
Employees4
Planning clients26-50
Registered withThe SEC (801-117538)
Financial planningOffered
Form ADV filedOctober 22, 2026
SEC recordCRD 305958

Advisors at this firm (1)