First Choice Financial Planning Llc
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ADV data as of Jan 07, 2026
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- 0
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 4
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Steven Joseph Dawson | Registered representative | CFP | Jun 2020 (6y) | |
| Jamaul Darnell Pride | Registered representative | Oct 2022 (4y) | ||
| Albert Keith Bryant | Registered representative | CFP Chartered Financial Consultant | Aug 2023 (3y) | |
| James John Hesson | Registered representative | CFP | Aug 2023 (3y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/07/2026 | 983 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 07, 2026.
View current Form ADV (SEC/IAPD) ↗