First Dollar Saved LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
First Dollar Saved LLC provides fee-only financial planning and investment advice to individuals and families, with a stated focus on clients who are beginning their investment journeys. Services are offered a la carte and include written financial plans, workplace retirement savings reviews, short Q&A sessions, and a “Hassle-Free Investment Checkup”; the firm reports no assets under management and does not take custody of client funds.
The firm follows a passive, goals-based investment approach, recommending low-cost index mutual funds and ETFs, setting target asset allocations, and advocating a buy, hold, and annual rebalance strategy. Advisors provide specific reallocation instructions, assist clients in opening and maintaining their own brokerage or IRA accounts, and do not trade on clients’ behalf or exercise discretionary authority.
Notably, the firm charges flat, fee-only advisory fees rather than percentage-of-AUM compensation, a pricing model that differs from many peers in its regulatory category. It also emphasizes short-form educational and support offerings—30-minute workplace reviews, post-meeting email support for 30 days, and standalone checkups—and discloses no third-party compensation, soft-dollar benefits, or affiliate conflicts.
Client services
Financial planning
Educational seminars or workshops
Expertise
College savings (529s, UTMA, etc.)
Cash flow / budgeting
Debt management
General retirement planning
Passive / index investing
Demographic focus
Young Professionals
Fee options
Investment Plan: $250; Hassle-Free Investment Checkup: $200; Review workplace retirement savings options: $100; Question/Answer session (30 min): $100
Fee-only: Flat fees ranging from $100 to $250 per service
Main office location
First Dollar Saved LLC
Spring Lake MI, United States
Number of offices
1
Most active in
First Dollar Saved LLC has reported serving >5 clients in these states in the last 12 months.
Michigan
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
Quick links
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