RIA Intel›Advisers›Michigan›VALUEFIRST PLANNING LLC

VALUEFIRST PLANNING LLC

Advisory

MI

Data as of Feb 3, 2026 · Source: SEC Form ADV

Average account

$92K

across 5 accounts

AUM per adviser

$460K

1 advisers

Source: SEC Form ADV. Figures as filed Feb 3, 2026.

Total AUM

$460K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$460K

Discretionary AUM$460K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients5

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMI

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

5 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MI

Closest by assets under management. All figures from Form ADV.

PREDMORE ADVISORS LLC

ROCHESTER HILLS, MI

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BELL FINANCIAL PLANNING, LLC

$447K

MILLENNIUM PERSONAL FINANCE, LLC

$485K

CEDAR CAPITAL MANAGEMENT, INC.

$429K

BONE FINANCIAL LLC

BLOOMFIELD HILLS, MI

$527K

PHYSICIANS' FINANCIAL L.C.

$530K

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