First Command Financial Advisor - Dave Brooks

Retirement Planning Firm in Walton County, FL

Firm Info
Address: 1120 Eglin Pkwy, Shalimar, FL 32579, USA
Phone: (850) 613-6990

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)

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First Command Advisory Services Overview

First Command Advisory Services is a registered investment advisory firm that specializes in providing investment advice to clients. The firm was established in Fort Worth, TX in 2005 and has been in business for over 15 years as a fee-based service provider. As a fee-based firm, the advisors at First Command Advisory Services are compensated through a fee structure that aligns with the client's investment goals. The main services offered by First Command Advisory Services include financial planning and portfolio management for individuals and small businesses. The firm's financial planning services are designed to help clients achieve their financial goals through a customized plan that takes into account their specific needs and objectives. This may include retirement planning, estate planning, risk management, and tax planning. In addition, First Command Advisory Services offers portfolio management services that are tailored to each client's risk tolerance and investment objectives. The firm's investment strategy is focused on long-term growth and preservation of capital, utilizing a diversified portfolio that is optimized to achieve the client's goals. The firm's investment approach is based on a disciplined, research-driven process that seeks to identify structurally advantaged companies with strong fundamentals and attractive valuations.

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 Walton County, FL Residents

As a First Command Financial Advisor, Dave Brooks is dedicated to helping individuals and families in Walton County, FL navigate their complex financial situations. One common issue faced by his clients is planning for retirement, including ensuring they have enough saved up to support themselves during their golden years. Dave works with clients to assess their current financial situation, including any retirement accounts or pensions they might have, and create a customized plan to help them meet their goals. Another common concern for clients in Walton County, FL is managing debt, including credit card balances, student loans, and mortgages. Dave can help individuals develop a debt repayment strategy that prioritizes paying off high-interest debt first and helps them stay on track toward becoming debt-free. Additionally, Dave helps clients plan for major life events such as buying a home or starting a family, as well as creating a strategy to save for emergencies or unexpected expenses. Overall, Dave Brooks works to create a comprehensive financial plan that helps his clients achieve their unique goals and find financial stability in all aspects of life.

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 1120 Eglin Pkwy, Shalimar, FL 32579, USA
Phone (850) 613-6990
Directions
Google My Business 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.