FIRST CHOICE FINANCIAL PLANNING, LLC

FIRST CHOICE FINANCIAL PLANNING, LLC is an SEC-registered investment adviser (CRD 166363). Regulatory assets under management: $3.2M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 166363
• Type: Registered investment adviser
• Phone: (575) 443-3551
• Latest filing: 2026-01-30
• Regulatory AUM: $3.2M
• Discretionary AUM: $3.2M
• Clients: 1
• Accounts: 31

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 166363 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search