LifeFirst Wealth, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$4,261,455
Total clients
3
33% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
3
Average account size
$1,420,485
About
LifeFirst Wealth serves individual clients with comprehensive financial planning and portfolio management, and also offers an employer-facing workplace financial wellness service called the Compass Program. The firm operates as a fee-only adviser and provides standalone discretionary investment management as well as project-based and ongoing planning engagements.
The firm develops individualized investment policies and asset allocation targets informed by modern portfolio theory and a mix of passive and active strategies, using fundamental and technical analysis to select funds and securities. It typically manages accounts on a discretionary basis through a digital institutional custodian platform and accommodates client-imposed investment restrictions in writing.
Noteworthy features include its recent registration (2024) and a very small reported client base and asset size (about $4.26 million in discretionary AUM across three clients), which shapes the scale and capacity of its services. The adviser’s CFP® and CRPC® credentials combined with a technical background and concurrent technology/quality-management consulting roles, plus the Compass workplace program and reliance on a fully digital custodian platform, differentiate the firm from many peers.
Client services
Financial planning
Portfolio management
Expertise
Business sale tax planning
Debt management
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Retirement income strategy
Fee options
Project-Based Financial Planning hourly rate is $250
Compass Program fees are $XX per employee per month (exact amount not stated), with minimum one-year commitment
Account minimum: $200,000 Minimum fee: Initial fee up to $600 for construction of comprehensive financial plan, maximum annual fee $7,500 Fee-only: LifeFirst Wealth, LLC is a fee-only firm; compensation solely from clients for services
Main office location
LifeFirst Wealth, LLC
4100 Market Street Sw, Suite 100, Pmb #1294
Huntsville AL 35808, United States
Number of offices
1
Most active in
LifeFirst Wealth, LLC has reported serving >5 clients in these states in the last 12 months.
Alabama · 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
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