First Command

Wealth Management Firm in Matanuska-Susitna, AK

Firm Info
Address: 2525 C St Suite 425, Anchorage, AK 99503, USA
Phone: (907) 272-8772

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 registered investment advisory firm that was established in 2005. Based out of Fort Worth, Texas, the firm offers investment advice only to its clients. Their fee arrangement is fee-based, ensuring payment based on professional services rendered to their clients. The firm offers a host of financial planning services to help clients achieve their financial goals. Services such as estate planning, retirement planning, and education planning are designed to offer clients comprehensive financial solutions. The firm offers portfolio management for individuals and small businesses to ensure the clients' investment risks are managed and their investment objectives are met. Since its inception, First Command Advisory Services has been committed to helping clients achieve financial success. Through the firm's investment advice, clients have been able to make informed investment decisions based on their unique financial position, risk tolerance, and investment goals. The firm's experience and commitment to its clients have made it a trusted investment advisor for investors of all types.

FIRST COMMAND ADVISORY SERVICES proudly serves a diverse range of clients, including individuals, high net worth individuals, pension or profit sharing plans, charitable organizations, and other types of corporations. Whether you are looking to build your wealth, plan for retirement, or support causes close to your heart, we are here to help you achieve your financial objectives. When it comes to our fee structures, we understand that every client has unique needs and preferences, which is why we offer a variety of options to choose from. Depending on the service provided, clients can opt for a percentage of assets under management or fixed fees. This provides flexibility and transparency, ensuring that our clients have a clear understanding of what they can expect to pay for the services they receive. We believe in putting our clients' needs first and doing everything we can to help them succeed financially.

Typical Clients, Fee Structures & Investment Minimum

The Part 2 Brochure for FIRST COMMAND ADVISORY SERVICES states that if you would like to invest in their AMS program, there are two registration types: Foundations and SIP. For the Foundations program, the minimum initial investment requirement is $20,000 per registration type. The SIP program has a higher minimum initial investment requirement of $50,000 per registration type. Therefore, the investment minimum for FIRST COMMAND ADVISORY SERVICES varies depending on which program you choose.

How This Office Can Help Matanuska-Susitna, AK Residents

First Command Financial Services is a financial planning company that assists clients in Matanuska-Susitna, AK, with a range of financial situations. As a military financial planning firm, First Command is particularly well-positioned to assist active-duty military members who live, or have recently been stationed in, the Matanuska-Susitna region. This region is home to several military bases, including Joint Base Elmendorf-Richardson and Fort Greely, and many military families may be facing unique financial challenges related to frequent relocations, deployments, and other stressors associated with military life. First Command offers a wide range of financial services to help clients in Matanuska-Susitna, AK, achieve their financial goals and maintain financial stability, including retirement planning, investment management, tax planning, and more. In particular, First Command's financial planners can help clients in the Matanuska-Susitna region navigate the complexities of military pay and benefits, including the Thrift Savings Plan (TSP), the Survivor Benefit Plan (SBP), and the Military Savings Deposit Program (SDP). Additionally, First Command can provide guidance on buying a home or other real estate in the region, as well as helping clients build emergency savings accounts and manage debt.

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 2525 C St Suite 425, Anchorage, AK 99503, USA
Phone (907) 272-8772
Directions
Google My Business Reviews:
5 Stars

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

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