First Financial Consulting

First Financial Consulting is a fee-only investment adviser registered with the securities regulator of California, with its main office in Pasadena, California. On its latest Form ADV, filed March 17, 2026, it reports $763M in regulatory assets under management, 636 individual clients and 7 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

Registration	State-registered: California
Firm CRD number	107456 · SEC file 801-51848
Office	517 South Lake Avenue Pasadena, CA 91101
Phone	(626) 844-4630
Website	firstfinancial.is
Regulatory assets under management	$763M
Individual clients	149 non-high-net-worth, 487 high-net-worth
Financial planning clients	51-100
How it charges	Percentage of assets, Hourly
Services	Financial planning, Portfolio management, Pension consulting, Selection of other advisers
Employees	12
Disciplinary disclosures	None reported
Latest Form ADV filing	March 17, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

• It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
• It also charges a percentage of assets managed for ongoing investment management.
• Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
• It provides financial planning services, not only portfolio management.
• It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

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