# You First Financial LLC

> You First Financial LLC is a state-registered investment advisory firm in Holladay, UT, registered since 2018, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 17, 2026.

- CRD: 292984
- Filed as: YOU FIRST FINANCIAL LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Holladay, UT
- Filing period: October 2026
- Form ADV filing dated: March 17, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/292984
- AdvisorCensus page: https://advisorcensus.com/firm/you-first-financial-llc-holladay-ut-292984

## Quick answers

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

**Where is You First Financial LLC located?**
You First Financial LLC's principal office is in Holladay, UT, according to its Form ADV.

**Is You First Financial LLC registered with the SEC or a state?**
You First Financial LLC is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 292984.

**How much does You First Financial LLC manage?**
You First Financial LLC reports $22,120,000 in regulatory assets under management in its Form ADV filing dated March 17, 2026 (100% discretionary).

**What types of clients does You First Financial LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (93); high net worth individuals (4).

**Does You First Financial 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/292984

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $22,120,000
- Discretionary: $22,120,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 93 | $17,320,000 |
| High net worth individuals | 4 | $4,800,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2018 (8 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MI, UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. You First Financial LLC (CRD 292984): Form ADV filing data as of October 2026.