LifeFirst Wealth, LLC
Huntsville, Alabama
LifeFirst Wealth, LLC at a glance
- One of 65 fee-only firms based in Alabama in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 3 individual clients, 1 of them high net worth.
- Its average account is about $237,000 (assets it manages divided by its 18 accounts).
Fee-only advisors in Alabama · What fee-only advisors charge in Alabama
Facts
| Based in | Huntsville, Alabama |
|---|
Questions about LifeFirst Wealth, LLC
How is LifeFirst Wealth, LLC paid?
LifeFirst Wealth, LLC's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does LifeFirst Wealth, LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at LifeFirst Wealth, LLC.
What is the average account at LifeFirst Wealth, LLC?
LifeFirst Wealth, LLC's average account is about $237,000. That's the assets on its Form ADV divided by its 18 accounts.
LifeFirst Wealth, LLC fees
LifeFirst Wealth, 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 | $4 million |
| Individual clients | 2 |
| High-net-worth clients | 1 |
| Accounts managed | 18 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 24, 2026 |
| SEC record | CRD 331242 |