US 1st Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
66
2% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
66
Average account size
$0
About
US 1 Wealth Management is a single-advisor independent advisory firm that serves primarily individual clients with personalized financial planning, college-planning engagements, and referrals to third‑party money managers. The firm delivers financial plans on an hourly or fixed‑fee basis and arranges college‑planning services through a third‑party provider that handles FAFSA and CSS/Profile filings.
Rather than exercising discretionary portfolio management or charging percentage‑of‑assets fees, the firm does not manage client assets directly and instead solicits third‑party money managers to implement investments; clients receive account statements from the third‑party managers’ custodians. Financial planning work typically includes net‑worth and risk analyses, written plans delivered to clients, and optional plan review/update services.
Distinctive features disclosed in the brochure include an affiliated insurance practice maintained by the firm’s managing member and receipt of commissions from that separate activity, a relationship the firm says it discloses as a potential conflict of interest. The firm also emphasizes college‑planning engagements via a specialist vendor and holds a Certified Financial Educator credential, reflecting a client‑education focus and occasional educational offerings that are less common among solo independent advisors.
Client services
Financial planning
Selection of other advisers
Educational seminars or workshops
Third party money management
Expertise
College savings (529s, UTMA, etc.)
General estate planning guidance
Cash flow / budgeting
Fee options
Fixed fee for Financial Planning Services up to $2,500 maximum; College Planning flat enrollment fee $2,500 payable to College Funding Solutions, Inc.; Review/update fee $150
$200 per hour (non-negotiable) for Financial Planning Services
Fee-only: Financial Planning Services: $200 per hour (non-negotiable) or fixed fee up to $2,500 maximum; Plan review/update fee: $150; College Planning enrollment fee: $2,500 payable to College Funding Solutions, Inc.
Main office location
US 1st Wealth Management
1110 Kingwood Drive, 102 A
Kingwood TX 77339, United States
Number of offices
1
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
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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