Family First Financial Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$325⁠-⁠$350/hr

“The hourly billing rate was adjusted from $325 per hour to $350 per hour for the Fixed Fee and Hourly Fee services.”

Flat or project fee

$500

“We may require a deposit for fixed fee engagements in the amount of the lesser of $500 or one-half of the low-end range fixed fee.”

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

How Family First Financial Planning bills

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

• “With a Limited Services Engagement, we will agree on the services to be provided and the engagement will terminate upon delivery of the analysis and/or recommendation.”
• “Fees are negotiable at the discretion of our firm principal and comparable services may be provided elsewhere for a lower fee.”
• “The remaining fees due are payable immediately upon our presentation of the plan or advice to you.”

How Family First Financial Planning’s fees compare

• Its hourly rate of $325-$350 is above the Florida median of $288. 65% of the 372 other Florida planners that publish an hourly rate charge less.
• 3 of the 4 other planners in Stuart that publish an hourly rate charge less.
• Its flat or project fee of $500 is below the Florida median of $4,900. 2% of the 320 other Florida planners that publish a flat or project fee charge less.
• None of the 2 other planners in Stuart that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Family First Financial Planning

• Firm size: 2 employees.
• Credentials named in the brochure: CFP®.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 1999 (27 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Employees

2

Services reported to regulators

Financial planning and educational seminars and workshops

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

131254

Website

directory.garrettplanningnetwork.com/united-states/stuart/member/leslie-trowbridge-cfp-reg (opens in new tab)

Phone

(772) 781-7648

Can advise clients in 2 states: Florida, Georgia

Other planners in Stuart that publish fees

• Ralicki Wealth Management & Trust ServicesStuart$200⁠-⁠$400/hr
• Semper FinancialStuart$250/hr
• Spectra Investment Management, LLCStuart$500/hr
• Twenty-First Century Financial Advisors IncStuart$1,500⁠-⁠$3,000
• Victrix Investment AdvisorsStuart$250/hr
• W.h. Financial Services, Inc.Stuart$2,000

Compare all 11 planners in Stuart