Table of Fees for Services
Carefully read Item 4 and Item 5 of Form ADV Part 2A ("Brochure"), as these sections of the
Brochure contain important details about First Step Financial LLC advisory services and fees.
Fees are negotiable. The fees below will only apply to you when you request the services listed.
| Fees Charged by Investment Adviser |
Fee Amount |
Frequency Fee is Charged |
Services |
|---|---|---|---|
| Assets Under Management Fee | $0 | N/A | N/A |
| Hourly Fee | $72-$180 | In arrears upon completion |
Financial Planning |
| Subscription Fee | $54-$180 | Monthly in arrears | Subscription |
| Fixed Fee | $720-$1,800 | In arrears upon completion |
Financial Planning |
| Commissions to the Adviser | $0 | N/A | N/A |
| Performance-based Fee | $0 | N/A | N/A |
| Other | $0 | N/A | N/A |
| Fees Charged by Third Parties | Fee Amount |
Frequency Fee is Charged |
Services |
| Third Party Money Manager | $0 | N/A | N/A |
| Robo-Adviser Fee | $0 | N/A | N/A |
| Talk with your Adviser about fees and costs applicable to you | |||
Additional fees and costs to discuss with your Adviser
| Additional Fees/Cost | Yes/No | Paid To |
|---|---|---|
| Brokerage Fees | Yes | Client's custodian |
| Commissions | Yes | Client's custodian |
| Custodian Fees | Yes | Client's custodian |
| Mark-ups | Yes | Client's custodian |
| Mutual Fund/ETF /Fees and Expenses | Yes | Client's custodian |
Effective date 07/15/2026