1stto50th LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$251,851
Clients
1
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
1
Very LowAverage account size
$251,851
About
1stTo50th LLC provides retirement plan consulting to plan sponsors and limited-scope investment management to individuals, families, trusts, endowments, and related organizations. The firm describes itself as fee-only, uses qualified custodians (no custody of client assets), and offers services that include investment policy statement development, investment lineup selection, fee analysis, participant education, and ongoing plan monitoring.
The firm operates principally on a non‑discretionary basis: as of December 31, 2024 it reported $251,850.88 in non‑discretionary assets under management and $0 in discretionary AUM, and typically implements advice only after obtaining client approval. Its process emphasizes a goals‑based discovery and a customized IPS, requests a recent comprehensive financial plan for new clients, and blends passive and active strategies, manager/fund analysis, and Modern Portfolio Theory in asset allocation and monitoring.
Compared with many single‑advisor practices, the firm’s brochure highlights a substantive pension consulting and retirement‑plan fiduciary role (stating it may act as an ERISA Section 3(21) fiduciary) and a scope of services to plan sponsors that includes fiduciary training, vendor searches, and performance attribution. The firm also discloses affiliated businesses that provide insurance and financial planning and notes the principal is a licensed insurance agent in the supplement, while the brochure reiterates the adviser’s fee‑only model and states it does not accept third‑party commissions.
Client services
Portfolio management
Pension consulting
Expertise
Retirement plans for business owners (SEP, solo 401k)
Active portfolio management
Passive / index investing
Fee options
$0 - $3,000,000: 0.50% annually (Retirement Plan Consulting) $3,000,001 - $20,000,000: 0.25% annually (Retirement Plan Consulting) $20,000,001 - $50,000,000: 0.15% annually (Retirement Plan Consulting) $50,000,000++: 0.10% annually (Retirement Plan Consulting)
Account minimum: $5,000 minimum fee per year per household for Investment Management Services; $25,000 minimum fee per year for Retirement Plan Consulting Minimum fee: $5,000 minimum annual fee for Investment Management Services; $25,000 minimum annual fee for Retirement Plan Consulting Fee-only: Fee-only firm; no commissions or other payments from third parties
Main office location
1stto50th LLC
74 Kihapai Street
Kailua HI 96734, United States
Number of offices
1
Most active in
1stto50th LLC has reported serving >5 clients in these states in the last 12 months.
Hawaii
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
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