FIRST CHOICE FINANCIAL PLANNING LLC

FIRST CHOICE FINANCIAL PLANNING LLC of ALLEN, TX is an SEC-registered investment adviser (CRD 309162).

Registration

• CRD: 309162
• Type: Registered investment adviser
• Location: 333 EAST BETHANY DRIVE, ALLEN, TX, 75002
• Phone: (469) 795-9231
• Latest filing: 2026-01-07
• Clients: 4

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 309162 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search