PLANFIRST INC

GREENVILLE, South Carolina·3 registered advisors·CRD# 108941

SEC# 801-556570864-233-7405

01

Firm Overview

AUM

$374M

Regulatory assets under management

Employees

10

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at PLANFIRST INC

3 registered advisors

GREENVILLE, South Carolina

Michael Wayne Miller

GREENVILLE, South Carolina

Tod Joel Robinson

GREENVILLE, South Carolina

05

Office Locations

GREENVILLE, South Carolina

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Data sourced from SEC Form ADV filings. PLANFIRST INC (CRD# 108941) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.