Client First Financial Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Financial planning services are offered on an hourly rate of $250 with a maximum fixed fee not to exceed $5,000.”

Flat or project fee

$5,000

From the same sentence as above.

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Client First Financial Advisors, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Your account will be billed quarterly in advance based on the above fee arrangements.”
• “Require one-half the fee be paid at the time the Agreement is signed, with the remaining balance due upon completion of the financial plan8; or, 3.”
• “Require one-half the fee be paid at the time the Agreement is signed, with the remaining balance billed monthly on a progress basis as the work is completed. 7 8 Rarely will a fee exceed those costs outlined in the Agreement.”

How Client First Financial Advisors, LLC’s fees compare

• Its hourly rate of $250 is below the Florida median of $288. 26% of the 372 other Florida planners that publish an hourly rate charge less.
• 2 of the 4 other planners in Coral Springs that publish an hourly rate charge less.
• Its flat or project fee of $5,000 is above the Florida median of $4,900. 50% of the 320 other Florida planners that publish a flat or project fee charge less.
• 2 of the 2 other planners in Coral Springs that publish a flat or project fee charge less.

About Client First Financial Advisors, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2005 (21 years).

Planning areas mentioned in the brochure

• Business owners

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2.1% a year

Clients

8

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops

Assets managed

$6,325,100

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

141995

Phone

(954) 757-0940

Other planners in Coral Springs that publish fees

• FR Financial Advisors LLCCoral Springs$150⁠-⁠$250/hr, $1,200⁠-⁠$5,000
• Kris Lewicki & Associates, LLCCoral Springs$250/hr
• Personal Financial Profiles IncCoral Springs$250/hr
• Safety of Principle Wealth Management, LLCCoral Springs$175/hr, $250⁠-⁠$2,500

Compare all 8 planners in Coral Springs