Firm
Plan First Wealth
Greenwich, Connecticut
Fee-only
Facts
| Based in | Greenwich, Connecticut |
|---|---|
| Website | planfirstwealth.com |
| [email protected] | |
| Phone | (646) 201-4865 |
Plan First Wealth fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"starting at 1% p.a. and coming down from there depending on assets managed." source
"We charge a percentage of the assets under our management (AUM), starting at 1% p.a. and coming down from there depending on assets managed." source
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 · Fixed fees |
|---|---|
| Assets managed | $140 million |
| Individual clients | 32 |
| Financial planning | Offered |
| Form ADV filed | May 13, 2026 |
| SEC record | CRD 289185 |