Fee-only adviser · Huntsville, AL
Lifefirst Wealth, LLC
Lifefirst Wealth, LLC is a fee-only investment adviser registered with the securities regulator of Alabama, with its main office in Huntsville, Alabama. On its latest Form ADV, filed March 24, 2026, it reports $4.3M in regulatory assets under management, 3 individual clients and 1 employee who gives 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: Alabama |
|---|---|
| Firm CRD number | 331242 |
| Office | 4100 Market Street SW Suite 100, PMB #1294 Huntsville, AL 35808 |
| Phone | (256) 207-8008 |
| Website | www.lifefirstwealth.com |
| Regulatory assets under management | $4.3M |
| Individual clients | 2 non-high-net-worth, 1 high-net-worth |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 24, 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 not high-net-worth, so it is likely to work with people who are still building assets.
- 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.
Other fee-only advisers in Huntsville
- Longview Financial Advisors, Inc. $208M
- Capital Stewards, LLC $12M
- Womack & Associates, LLC Not reported
- Lamont Trading Advisors, Inc. $2.4M
- Saliba Asset Management L.L.C. $54M
See all 6 fee-only advisers in Huntsville →
Nearby
- Madison 1 firm
- Guntersville 1 firm
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