Is PlanFIRST right for you?
PlanFIRST financial advisors provide personal service. Because of the amount of time we spend with each client, we require a minimum account of $400,000. We also look for mutual trust so we know if our full discretion to invest and our fee-only structure are right for you before beginning a client relationship. If we're not the right fit, we'll refer you to someone who can better meet your needs.
9 Halton Green Way
Greenville, SC 29607
PlanFIRST is a registered investment advisor with the United States Securities and Exchange Commission.
Start with a Conversation
Once we determine if you may be a fit, we'll discuss how PlanFIRST can serve you in a no-obligation conversation. We'll answer your questions and explain our approach. That's why we prefer to start our client conversations over the phone.
Call us at (864) 233-7405 or
Toll free at (800) 588-7526.