AdvisorCensus / Financial advisors / California / Los Angeles / First Financial Consulting

First Financial Consulting

Pasadena, CAState-registered investment adviserCRD 107456

Filed as FIRST FINANCIAL CONSULTING · Legal name Financial Resources Consulting Group

First Financial Consulting is a state-registered investment advisory firm in Pasadena, CA, registered since 2003, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 17, 2026.

23 years

registered since 2003

$762,647,300

assets under management

2 arrangements

Percentage of assets, Hourly

None

disclosure items (Item 11)

Quick answers

From the filing

How is First Financial Consulting compensated?

On its Form ADV (Item 5.E, October 2026), First Financial Consulting reports these compensation arrangements: a percentage of assets under its management; hourly charges.

Where is First Financial Consulting located?

First Financial Consulting's principal office is in Pasadena, CA, according to its Form ADV.

Is First Financial Consulting registered with the SEC or a state?

First Financial Consulting is a state-registered investment advisory firm, registered since 2003. Status as filed: APPROVED. CRD 107456.

How much does First Financial Consulting manage?

First Financial Consulting reports $762,647,300 in regulatory assets under management in its Form ADV filing dated March 17, 2026 (0% discretionary).

What types of clients does First Financial Consulting serve?

By number of clients on Form ADV Item 5.D: high net worth individuals (487); individuals (other than high net worth individuals) (149); pension and profit sharing plans (but not the plan participants or government pension plans) (4).

Does First Financial Consulting 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/107456

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E

A percentage of assets under your management
Hourly charges

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Regulatory assets under management

Item 5.F

$762,647,300

$762,647,300 as of October 2026, filing dated March 17, 2026.

Discretionary: $0.Non-discretionary: $762,647,300.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D

Individuals (other than high net worth individuals)

Clients 149 Assets $138,197,300 (18%)

High net worth individuals

Clients 487 Assets $601,000,000 (79%)

Pension and profit sharing plans (but not the plan participants or government pension plans)

Clients 4 Assets $0 (0%)

Corporations or other businesses not listed above

Clients 3 Assets $23,450,000 (3%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses (other than small businesses) or institutional clients
Pension consulting services
Selection of other advisers (including private fund managers)

Registration and firm details

Items 1, 2, 5

Legal name: Financial Resources Consulting Group
Registration: State-registered investment adviser. Status as filed: APPROVED.
Registered since: 2003 (23 years)
Employees: Total: 12. Performing investment advisory functions: 7.
Wrap fee program participation: No.
States registered or notice-filed: 1 state or jurisdiction

CA

State-registered investment advisers are examined by their state securities regulator. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Changes in the filing

Last 12 months

No changes to these filed facts in the last 12 months of filing data.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I

firstfinancial.isg.page/FinancialPlanningPasadenayelp.com/biz/first-financial-consulting-pasadena

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. First Financial Consulting (CRD 107456): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/first-financial-consulting-pasadena-ca-107456