Lifefirst Wealth, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Our hourly rate is $250.”

Annual fee

$7,500/yr

“LFW’s maximum fee is $7,500 annually.”

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

How Lifefirst Wealth, LLC bills

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

• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
• “Investment Management (as a standalone service) The fee is based on a percentage of assets under management and is negotiable.”
• “The annual advisory fee is paid quarterly in arrears based on the average daily balance of the Client’s account(s).”

How Lifefirst Wealth, LLC’s fees compare

• Its hourly rate of $250 matches the Alabama median of $250. 34% of the 41 other Alabama planners that publish an hourly rate charge less.
• 3 of the 8 other planners in Huntsville that publish an hourly rate charge less.
• Its annual fee of $7,500 is above the Alabama median of $4,000. 81% of the 16 other Alabama planners that publish an annual fee charge less.

About Lifefirst Wealth, LLC

• Principal: Erik Buatte
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• Business owners
• Cash flow and budgeting

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% a year

Clients

3

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$4,261,455

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

331242

Website

lifefirstwealth.com (opens in new tab)

Phone

(256) 207-8008

Other planners in Huntsville that publish fees

• Brighthaven Financial AdvisorsHuntsville$250/hr, $500⁠-⁠$800
• Capital Stewards, LLCHuntsville$1,500
• Cloud Investments, LLCHuntsville$200⁠-⁠$2,000
• Cochranmickels Retirement Specialists, LLCHuntsville$300/hr, $2,500⁠-⁠$5,000
• Infinity Tax & Financial PlanningHuntsville$150⁠-⁠$500/hr, $250⁠-⁠$5,000
• Planalto FinancialHuntsville$150/hr, $2,400⁠-⁠$5,000

Compare all 15 planners in Huntsville