PlannerFees

Family First Wealth Management fees and pricing

Financial planner in Sycamore, Illinois. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 31, 2026, Family First Wealth Management charges $400 an hour, a flat or project fee of $4,000, and an annual fee of $5,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$400/hr
“Consulting engagements are offered at an hourly rate of $400 per hour.”
Flat or project fee
$4,000
“We charge $4,000 for the development of a one-time financial plan.”
Annual fee
$5,000/yr
“This minimum may be waived at the adviser’s discretion, but the minimum fee will be $5,000 per year if managed assets do not meet the minimum requirement.”

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

How Family First Wealth Management bills

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

  • “This fee may be paid upfront or split into two payments with half upfront and half upon delivery of the financial plan.”
  • “The fee is negotiable at the discretion of the advisor, may be waived for clients with at least $1,000,000 in assets under management, and is to be paid by check.”
  • “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”

How Family First Wealth Management’s fees compare

  • Its hourly rate of $400 is above the Illinois median of $273. 80% of the 215 other Illinois planners that publish an hourly rate charge less.
  • Its flat or project fee of $4,000 is below the Illinois median of $4,500. 45% of the 175 other Illinois planners that publish a flat or project fee charge less.
  • Its annual fee of $5,000 is below the Illinois median of $7,500. 30% of the 77 other Illinois planners that publish an annual fee charge less.

About Family First Wealth Management

“We offer investment management and ongoing financial planning support as a core service as well as a stand-alone service for one-time or hourly financial plan engagements.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Barry Federici
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFP®.
  • Founded: 2019 (7 years).

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
1% a year
Minimum
$500,000 in assets (stated in brochure)
Clients
12
Employees
1
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
Assets managed
$16,263,905
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
306030
Website
familyfirstwealthmanagement.com (opens in new tab)
Phone
(815) 517-1755

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