LT
CFP
LT
CFP

Leslie Ellen Trowbridge

26 Years of Experience
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Financial planning services are offered on a fixed fee basis, based on an hourly rate of $325/hour. Services are also offered on an hourly basis at $325/hour.

Hourly Rate:$325/hr
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Location

850 NW Federal Highway, Suite 150, Stuart, FL, 34994

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Family First Financial Planning
March 1999 - Present · 26 yrs 11 mos
State Registrations2 states
FLGA
Advisor
Exams
No exam information available for this advisor.