First Move Financial, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$11,189,567
Total clients
29
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
29
Average account size
$385,847
About
First Move Financial, LLC is a state-registered, solo advisory firm that provides comprehensive financial planning and portfolio management to individual clients, including high-net-worth households. Its planning services cover retirement and tax planning, estate and business planning, cash‑flow and debt management, college savings, insurance review, and implementation support.
The firm typically combines passive investment management (index mutual funds and ETFs) with elements of fundamental analysis to build asset-allocation portfolios and manages accounts on a discretionary basis in line with individualized investment policy statements. Financial planning engagements are ongoing: clients receive a written or electronic financial plan, regular monitoring, and annual plan reviews with follow-up as needed.
Noteworthy differences from many peers include an uncommon billing approach for comprehensive engagements that computes ongoing fees using client-specific factors beyond solely assets under management, and a stated process to provide a regulatory disclosure and referrals if a calculated fee is materially above typical levels. The sole advisor is a CFP® with a master’s degree in personal financial planning who also consults and teaches part‑time, and the firm notes it generally does not provide separate written reports to investment‑management‑only clients.
Client services
Financial planning
Portfolio management
Expertise
Business ownership considerations
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General estate planning guidance
General tax planning
Fee options
Financial Planning Fixed Fee up to $5,000 depending on complexity and scope, negotiable; half due upfront, remainder at completion, no billing more than $2,500 more than 6 months in advance
Monthly fee for ongoing financial planning as part of Comprehensive Financial Planning & Investment Management service
Fee-only: Comprehensive Financial Planning & Investment Management: 1% of income + 0.5% of net worth per year, paid monthly in advance; Investment Management Only: 0.75% of assets under management per year, deducted quarterly (0.1875% per quarter)
Main office location
First Move Financial, LLC
The Woodlands TX, United States
Number of offices
1
Most active in
First Move Financial, LLC has reported serving >5 clients in these states in the last 12 months.
Texas
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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