F
First Choice Financial Planning, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$3,152,000
Clients
31
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
31
TypicalAverage account size
$101,677
About
First Choice Financial Planning, LLC is an independent, solo-operator advisory firm that provides ongoing investment supervisory services and financial planning for individuals, including high-net-worth clients. The firm constructs client-specific investment plans and documents goals and risk tolerances in an Investment Policy Statement to guide portfolio selection and monitoring.
The firm uses a mix of analytical approaches — charting, fundamental, technical, and cyclical analysis — and generally pursues a long-term trading orientation while retaining the ability to engage in more active strategies. It typically manages client accounts on a discretionary basis and may employ short-term trading techniques and higher-risk instruments such as short sales, margin transactions, and options when appropriate to client objectives.
Noteworthy aspects include a material disciplinary disclosure: the firm’s principal was found in violation of state securities law for compensating an unlicensed investment representative and was permanently barred from securities-related activities in Nevada. For a small, single-advisor firm managing roughly $3.15 million for about 30 clients, it also offers performance-based fee arrangements to qualified clients and manages all assets in-house rather than selecting third‑party managers.
Client services
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Fee options
1.00% annually on all assets under management
Performance fee based on portfolio growth: 0-5% growth: no charge; 6-10% growth: 10% of growth; over 11% growth: 20% of growth
Account minimum: $25,000 (may be waived)
Main office location
First Choice Financial Planning, LLC
Alamogordo NM, United States
Number of offices
1
Most active in
First Choice Financial Planning, LLC has reported serving >5 clients in these states in the last 12 months.
New Mexico
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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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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.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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