First Planning Group Inc is an internet adviser based in Greensboro. It manages $22.98 million of regulatory assets for 29 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of North Carolina.
First Planning Group provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of First Planning Group Inc is $22.98 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay First Planning Group Inc for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where First Planning Group Inc performs its advisory services is located at 401 Cross Vine Lane, Greensboro, NC 27455 The mailing address of the firm is Po Box 19351, Greensboro, NC 27419. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 336-545-0355. The normal business hours are 9.30-1.00 on Monday - Friday.