First Move Financial, LLC fees
Financial planner in The Woodlands, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 27, 2026, First Move Financial, LLC (The Woodlands, TX) charges a flat or project fee of up to $5,000 for financial planning.
- Website: firstmovefinancial.com (opens in new tab)
- Call (281) 968-8982
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 27, 2026. Fees can change.
- Flat or project fee
- Up to $5,000
Can go up to $5,000; the Texas median is $4,500.
“The fixed fee can be up to $5,000 depending on complexity and scope of the engagement.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
- Registered since
- 2017 (9 years)
How First Move Financial, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Total Net Worth is comprised of cash and cash equivalents, investment accounts, retirement accounts, personal residence, vacation homes, collectibles held for investment, credit card debt, mortgages, student loans, vehicle loans, and other liabilities.”
- “The fee may be negotiable in certain cases.”
- “Fees for this service may be paid by electronic funds transfer or check.”
About First Move Financial, LLC
- Principal: Donnie Carpenter
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees and a percentage of assets under management
- Clients
- 29
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $11.2 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of February 27, 2026
- CRD number
- 289880 (opens in new tab)
- Phone
- (281) 968-8982
Other planners in The Woodlands that publish fees
- The SumThe WoodlandsHourly $500/hr
- Legacy Financial DesignsThe WoodlandsFlat $1,500-$10,000, Monthly $425-$2,000/mo
- Lloyds Intrepid Wealth ManagementThe WoodlandsHourly $400/hr, Flat up to $5,000
- Cooksen Wealth, LLCThe WoodlandsFlat $2,500-$5,000
- Eclipse Wealth ManagementThe WoodlandsFlat $500-$5,000
- SF Planning Group LLCThe WoodlandsMonthly $100-$250/mo
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.