# First Dollar Saved LLC

> First Dollar Saved LLC is a state-registered investment advisory firm, registered since 2023, with no regulatory assets under management reported in its Form ADV filing dated March 9, 2026.

- CRD: 325113
- Filed as: FIRST DOLLAR SAVED LLC
- Legal name: Osborn, Steffanie
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Michigan
- Filing period: October 2026
- Form ADV filing dated: March 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/325113
- AdvisorCensus page: https://advisorcensus.com/firm/first-dollar-saved-llc-325113

## Quick answers

**How is First Dollar Saved LLC compensated?**
On its Form ADV (Item 5.E, October 2026), First Dollar Saved LLC reports these compensation arrangements: fixed fees (other than subscription fees).

**Is First Dollar Saved LLC registered with the SEC or a state?**
First Dollar Saved LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 325113.

**Does First Dollar Saved LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/325113

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Advisory services (Item 5.G)
- Financial planning services
- Educational seminars/workshops

### Firm details
- Registered since: 2023 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- firstdollarsaved.com
- Facebook @FirstDollarSaved
- Instagram @firstdollarsaved
- X @FirstDollarSave

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. First Dollar Saved LLC (CRD 325113): Form ADV filing data as of October 2026.