Future First Finance, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$5,330,000
Total clients
6
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
6
Average account size
$888,333
About
Future First Finance, LLC provides discretionary and non-discretionary asset management and financial planning and consulting to individual and high-net-worth clients. The firm reports approximately $5.3 million in assets under management across six client relationships and generally requires a $100,000 minimum to open an account (which may be lowered or waived).
The firm’s investment approach blends fundamental analysis, tactical asset allocation, Modern Portfolio Theory and an explicit carbon assessment to identify climate-related risks and opportunities. Future First Finance implements strategies that can include long- and short-term holdings, trading and options, executes trades on a discretionary basis when authorized, and conducts quarterly account reviews.
Distinctive features in the brochure include the formal use of carbon assessment in security analysis and an explicit acknowledgment of artificial intelligence and machine learning risks tied to service providers, with periodic due diligence to mitigate those risks. As a sole practitioner, the owner performs quarterly reviews of personal trading to manage conflicts of interest and the firm does not vote client proxies, leaving proxy voting to clients.
Client services
Portfolio management
Educational seminars or workshops
Expertise
ESG / Sustainable investing
Options & derivatives strategies
Tax-loss harvesting
Cash flow / budgeting
General retirement planning
Occupation focus
Executive
Self-Employed
Fee options
Financial planning fees between $1,500 and $4,000
$0 - $250,000: 1.00% annually $250,000.01 - $500,000: 0.90% annually $500,000.01 - $1,000,000: 0.80% annually $1,000,000.01+: 0.60% annually
$180 per hour for consultation services
Account minimum: $100,000 Fee-only: Financial planning flat fees between $1,500 and $4,000; hourly fees at $180 per hour
Main office location
Future First Finance, LLC
Madison WI, United States
Number of offices
1
Most active in
Future First Finance, LLC has reported serving >5 clients in these states in the last 12 months.
Wisconsin
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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