# Valuefirst Planning LLC

> Valuefirst Planning LLC is a state-registered investment advisory firm, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 3, 2026.

- CRD: 337921
- Filed as: VALUEFIRST PLANNING LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Michigan
- Filing period: October 2026
- Form ADV filing dated: February 3, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/337921
- AdvisorCensus page: https://advisorcensus.com/firm/valuefirst-planning-llc-337921

## Quick answers

**How is Valuefirst Planning LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Valuefirst Planning LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Valuefirst Planning LLC registered with the SEC or a state?**
Valuefirst Planning LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 337921.

**How much does Valuefirst Planning LLC manage?**
Valuefirst Planning LLC reports $460,068 in regulatory assets under management in its Form ADV filing dated February 3, 2026 (100% discretionary).

**What types of clients does Valuefirst Planning LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (5).

**Does Valuefirst Planning 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/337921

## 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: $460,068
- Discretionary: $460,068
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5 | $460,068 |

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

### Firm details
- Registered since: 2025 (1 year)
- 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Valuefirst Planning LLC (CRD 337921): Form ADV filing data as of October 2026.