FINANCIAL PLANNING FIRST, LLC

CRD 319273File 801-134756

APPROVED

Retail clients

Custody

Disclosure events

Filing as of Mar 9, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$113.9M

Bottom 25% of cohort (national)

Discretionary AUM

$113.4M

Non-discretionary $429K

Clients

296

811 accounts

Employees

Bottom 25% of cohort in AZ

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: LARO
Registration date: Nov 19, 2025
Principal office: 3567 E SUNRISE DR STE B237, TUSCON, AZ, 85718
Phone: 520-314-1301
Website: http://www.facebook.com/FP1stLLC

Assets & accounts

ADV Item 5F

Total regulatory AUM: $113.9M
Discretionary AUM: $113.4M
Non-discretionary AUM: $429K
Discretionary accounts: 809
Non-discretionary accounts: 2
Total accounts: 811
AUM per client: $385K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$561K
High net worth individuals	31	$57.5M
Pension and profit sharing plans	5	$6.4M
Individuals (other than high net worth individuals)	260	$49.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

Q11
Q11E2

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.