PlannerFees

First There Financial fees and pricing

Financial planner in Greenville, South Carolina. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated July 27, 2026, First There Financial charges a flat or project fee of $2,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 27, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee
$2,500
“Our minimum fee is $2,500 for financial planning services.”

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

How First There Financial bills

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

  • “All services are billed quarterly in arrears, meaning clients are billed at the end of each quarter for services rendered during that quarter.”
  • “Payments may be made by ACH, check, or credit card.”
  • “Termination and Refund Policy Either party may terminate the advisory relationship at any time upon written notice.”

How First There Financial’s fees compare

  • Its flat or project fee of $2,500 is below the South Carolina median of $3,000. 37% of the 65 other South Carolina planners that publish a flat or project fee charge less.
  • 1 of the 4 other planners in Greenville that publish a flat or project fee charge less.

About First There Financial

“There Financial offers a broad range of financial planning and advisory services. Comprehensive Financial Planning First There Financial provides ongoing, comprehensive financial planning services tailored to each client's individual goals, circumstances, and financial situation.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: First There
  • Firm size: 2 employees.
  • Registered as an adviser: 2026.

Planning areas mentioned in the brochure

  • Tax planning

Firm details from Form ADV

How the firm is paid
Fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
0.5% a year
Minimum
$2,500 minimum fee (stated in brochure)
Employees
2
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
343240
Website
firsttherefinancial.com (opens in new tab)
Phone
(864) 908-8788

Other planners in Greenville that publish fees

Compare all 27 planners in Greenville

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.