First Command Financial Advisor - Jeff Wallace

Retirement Planning Firm in Cleveland County, OK

Firm Info
Address: 5604 SE 67th St, Oklahoma City, OK 73135, USA
Phone: (405) 737-8594

Firm Size
Assets Under Management: $18.9 billion
# of Advisors: 911
# of Clients: 98,324
Client to Advisor Ratio: 108:1
Average Account Size: $191,906
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Fixed Fees (Other than subscription)

Get Connected with a Financial Advisor

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First Command Advisory Services Overview

First Command Advisory Services is a Fort Worth, TX-based registered investment advisory firm that has been in operation since 2005. The firm operates on a fee-based fee arrangement. They specialize in providing investment advice to individuals and small businesses. Their services include financial planning and portfolio management. As a fee-based advisory firm, First Command Advisory Services charges a fee for their services rather than receiving commissions on the products they recommend. This aligns their interests with those of their clients, ensuring that they are working in their best interest at all times. The firm's financial planning services are designed to help individuals and businesses optimize their financial lives. They work with clients to develop comprehensive financial plans that address their investment goals, retirement plans, estate planning, and more. In addition to financial planning, First Command Advisory Services offers portfolio management services. Their team of investment experts works closely with clients to develop and maintain diversified investment portfolios that are tailored to their unique needs and goals. They take a long-term approach to portfolio management, aiming to help clients generate steady, consistent returns over time.

FIRST COMMAND ADVISORY SERVICES is a well-established financial firm that caters to a diverse range of clients. With a focus on the long-term well-being of its patrons, the firm takes pride in offering tailored financial solutions to meet the unique needs of each individual, organization, or group. Among those who benefit from the expertise of FIRST COMMAND ADVISORY SERVICES are individuals, high net worth individuals, pension or profit sharing plans, charitable organizations, and other corporation types not listed. Each client receives personalized attention and a deep commitment to creating a solid and sustainable financial future. In terms of fee structures, FIRST COMMAND ADVISORY SERVICES offers a variety of options depending on the services provided. Clients can choose a percentage of asset under management (AUM) fee, which is a fee paid annually based on the total value of assets managed by the firm. Alternatively, fixed fees are available to clients who prefer a more predictable cost structure and want to know what they will be paying upfront. Regardless of the fee structure chosen, clients can be assured that they are getting the best value for their dollar with comprehensive and transparent financial services from FIRST COMMAND ADVISORY SERVICES.

Typical Clients, Fee Structures & Investment Minimum

According to FIRST COMMAND ADVISORY SERVICES' Part 2 Brochure, the investment minimums for their AMS program vary depending on the registration type. For the Foundations program, the minimum initial investment requirement is $20,000 per registration type. On the other hand, for the SIP program, the minimum initial requirement is $50,000 per registration type. Therefore, interested investors should take note of the specific registration type they wish to participate in and ensure that they meet the corresponding investment minimum.

How This Office Can Help Cleveland County, OK Residents

First Command Financial Advisor - Jeff Wallace provides financial planning assistance to clients in Cleveland County, OK. Jeff works with clients to create comprehensive financial plans that are tailored to each individual's specific financial situation. With over 20 years of experience, Jeff has helped clients navigate a wide range of financial needs and challenges, from budgeting and debt reduction to retirement planning and investments. Some clients in Cleveland County, OK may be facing financial challenges such as high levels of debt, lack of retirement savings, or uncertainty about how to save for their children's education. Jeff works closely with each client to understand their unique situation and develop a plan that helps them achieve their goals. He offers personalized guidance on strategies for paying down debt, saving for retirement, and investing in a way that aligns with each client's risk tolerance and long-term objectives. Through ongoing support and education, Jeff helps clients in Cleveland County, OK take control of their finances and build a secure future for themselves and their families.

To view the Minimum Investment and Fee Schedule for First Command Advisory Services, visit their Part 2 Brochure.

Services Offered by First Command Advisory Services

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by First Command Advisory Services most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 5604 SE 67th St, Oklahoma City, OK 73135, USA
Phone (405) 737-8594
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 1 FIRSTCOMM PLAZA, FORT WORTH, TX 76109, United States

This firm has no other locations.

State Registrations

First Command Advisory Services is registered to service clients in the following states:

  • Alabama
  • Alaska
  • Arizona
  • Arkansas
  • California
  • Colorado
  • Connecticut
  • Delaware
  • District of Columbia
  • Florida
  • Georgia
  • Hawaii
  • Idaho
  • Illinois
  • Indiana
  • Iowa
  • Kansas
  • Kentucky
  • Louisiana
  • Maine
  • Maryland
  • Massachusetts
  • Michigan
  • Minnesota
  • Mississippi
  • Missouri
  • Montana
  • Nebraska
  • Nevada
  • New Hampshire
  • New Jersey
  • New Mexico
  • New York
  • North Carolina
  • North Dakota
  • Ohio
  • Oklahoma
  • Oregon
  • Pennsylvania
  • Puerto Rico
  • Rhode Island
  • South Carolina
  • South Dakota
  • Tennessee
  • Texas
  • Utah
  • Vermont
  • Virginia
  • Washington
  • West Virginia
  • Wisconsin

Disciplinary History

First Command Advisory Services does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

Retirement Planning FAQs