# First Retirement Services LLC

> First Retirement Services LLC is a state-registered investment advisory firm in Parkland, FL, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated October 17, 2023.

- CRD: 328202
- Filed as: FIRST RETIREMENT SERVICES LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Parkland, FL
- Filing period: October 2026
- Form ADV filing dated: October 17, 2023
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/328202
- AdvisorCensus page: https://advisorcensus.com/firm/first-retirement-services-llc-parkland-fl-328202

## Quick answers

**How is First Retirement Services LLC compensated?**
On its Form ADV (Item 5.E, October 2026), First Retirement Services LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is First Retirement Services LLC located?**
First Retirement Services LLC's principal office is in Parkland, FL, according to its Form ADV.

**Is First Retirement Services LLC registered with the SEC or a state?**
First Retirement Services LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 328202.

**How much does First Retirement Services LLC manage?**
First Retirement Services LLC reports $0 in regulatory assets under management in its Form ADV filing dated October 17, 2023.

**Does First Retirement Services 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/328202

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | Not reported |
| High net worth individuals | Fewer than 5 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2023 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- frsfinances.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. First Retirement Services LLC (CRD 328202): Form ADV filing data as of October 2026.