Plan First Wealth LLC

Plan First Wealth LLC (CRD# 289185) is a financial advisory firm headquartered in Greenwich, CT. They manage $124,891,815 in 191 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
500 West Putnam Ave, Ste 400, Greenwich, CT 06830
https://www.linkedin.com/company/plan-first-wealth
By the Numbers
  • Total Assets Under Management
    125
    MILLION
  • Total Number of Accounts
    191
    ACCOUNTS
  • Average Account Value
    $653,884
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, FL, MA, NJ, NY, PA, TX

Financial Advisors at Plan First Wealth LLC
Showing 1 - 3 of 3 top financial advisors.
1
Martha Kern, financial advisor Greenwich CT
Martha S. Kern
CRD#: 4828247
500 West Putnam Ave, Ste 400, Greenwich, CT 06830

Martha Kern (CRD# 4828247) is an Investment Advisor Representative working at Plan First Wealth LLC in Greenwich, CT and has over 19 years of experience in the finance industry.

2
Sandra Sigala, financial advisor Greenwich CT
Sandra Sigala
CRD#: 6577750
500 West Putnam Ave, Ste 400, Greenwich, CT 06830

Sandra Sigala (CRD# 6577750) is an Investment Advisor Representative working at Plan First Wealth LLC in Greenwich, CT and has over 8 years of experience in the finance industry.

3
Richard Taylor, financial advisor Greenwich CT
Richard C. Taylor
CRD#: 6474262
500 West Putnam Ave, Ste 400, Greenwich, CT 06830

Richard Taylor (CRD# 6474262) is an Investment Advisor Representative working at Plan First Wealth LLC in Greenwich, CT and has over 9 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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