First Command

Retirement Planning Firm in St. Clair County, IL

Firm Info
Address: 639 N Main St, O'Fallon, IL 62269, USA
Phone: (618) 622-1230

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 fee-based investment advisory firm that has been in business since 2005. Based in Fort Worth, TX, the firm specializes in providing investment advice to individuals and small businesses. As a registered investment advisory firm, First Command Advisory Services focuses exclusively on offering investment advice to its clients. The firm offers a range of services to its clients including financial planning and portfolio management. Whether you are an individual looking to grow your wealth or a small business owner looking to manage your company's finances, First Command Advisory Services can help. Their team of experienced advisors can assist you with everything from creating a comprehensive financial plan to managing your investments. As a fee-based firm, First Command Advisory Services is committed to providing transparent and fair pricing to its clients. Instead of earning commissions on the investments they recommend, the firm charges a fee for their services. This fee structure ensures that their advisors act in their clients' best interests in order to maximize returns and minimize fees. If you're looking for an investment advisory firm that puts your needs first, First Command Advisory Services is a great choice.

FIRST COMMAND ADVISORY SERVICES serves a wide array of clients, ranging from individuals to high net worth individuals, pension or profit sharing plans, charitable organizations, and other corporation types not listed. The firm caters to clients with diverse backgrounds and financial needs, providing them with tailored financial planning and investment management services. To ensure accessibility and flexibility, FIRST COMMAND ADVISORY SERVICES offers a variety of fee structures to suit each client's preferences and requirements. Depending on the service provided, clients can opt for a percentage of asset under management (AUM), where the fee is based on the total value of the client's investments managed by the firm, or fixed fees that are established upfront and not linked to the asset value. The firm's fee structures are designed with transparency and fairness in mind, ensuring that each client receives the most appropriate and cost-effective financial advisory services available.

Typical Clients, Fee Structures & Investment Minimum

According to the note in their Part 2 Brochure, FIRST COMMAND ADVISORY SERVICES has investment minimums for their AMS program. The minimum initial investment requirement to participate in the Foundations program is $20,000 per registration type and the minimum initial requirement to participate in the SIP program is $50,000 per registration type. Therefore, clients interested in participating in these programs must invest at least the specified minimum amounts.

How This Office Can Help St. Clair County, IL Residents

First Command provides a range of financial planning services to clients in St. Clair County, IL, helping them build a secure financial future. The region has a diverse economy, with industries such as healthcare, education, manufacturing, and retail leading the way. With so much economic activity, it is critical for residents to plan their finances carefully to avoid financial burdens such as credit card debt, student loans, and medical bills. First Command assists clients in St. Clair County, IL, and surrounding areas by creating tailored financial plans that take their unique situations into account. The firm's advisors work closely with clients to develop strategies for managing their expenses, reducing their debt, and putting aside savings for the future. They also assist clients with investments, helping them build portfolios that will provide stable returns over the long term. For military families stationed at Scott Air Force Base, in particular, First Command provides specialized advice on managing their finances during moves and deployments, as well as planning for their futures after military service.

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 639 N Main St, O'Fallon, IL 62269, USA
Phone (618) 622-1230
Opening Hours
  • Mon 8 AM–5 PM
  • Tue 8 AM–5 PM
  • Wed 8 AM–5 PM
  • Thu 8 AM–5 PM
  • Fri 8 AM–5 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:
4 Stars  |  5 Reviews

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.