First Command Financial Advisor - Eric Green

Wealth Management Firm in Stafford County, VA

Firm Info
Address: 125 Woodstream Blvd Suite 115, Stafford, VA 22556, USA
Phone: (540) 659-7060

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 fee-based investment advisory firm headquartered in Fort Worth, Texas. The firm has been in business since 2005 and specializes in providing investment advice to individuals and small businesses. As a registered investment advisory firm, First Command offers investment advice only, and does not engage in any marketing or sales activities. The firm's fee arrangement is based on a fee-based system, which means that clients pay a fee for financial planning and portfolio management services based on the assets they have under management. First Command's team of professionals specialize in financial planning and portfolio management for individuals and small businesses, working with clients to set and achieve their financial goals. The firm's investment strategies are customized to meet the unique needs of each client, and they take a long-term approach to investing. First Command Advisory Services is committed to helping clients achieve financial wellness and to providing excellent customer service. They have a strong reputation in the industry and are recognized for their expertise and professionalism. With their focus on investment advice only, First Command is able to offer independent guidance and unbiased advice to their clients.

FIRST COMMAND ADVISORY SERVICES serves a wide range of clients, including individuals, high net worth individuals, pension or profit sharing plans, charitable organizations, and other types of corporations. With extensive experience in the financial planning industry, FIRST COMMAND ADVISORY SERVICES has successfully helped clients navigate their financial challenges and plan for their future. The fee structures available at FIRST COMMAND ADVISORY SERVICES are tailored to suit the specific needs of each client. Depending on the service provided, clients may be charged a percentage of their assets under management (AUM) or fixed fees. AUM-based fees are typically charged for investment management services, while fixed fees are charged for financial planning and consulting services. Clients can choose the fee structure that works best for them, and FIRST COMMAND ADVISORY SERVICES will work with them to ensure they are receiving the best value for their money.

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.

How This Office Can Help Stafford County, VA Residents

Eric Green, a First Command Financial Advisor, assists clients in Stafford County, VA, with their financial planning needs. Eric has a keen understanding of the specific financial situations that someone living in Stafford County may be facing, such as high housing costs, increasing healthcare expenses, high levels of student debt, and the need to save for retirement. Eric helps his clients by working closely with them to create a bespoke financial plan that meets their unique needs and goals. Eric focuses on providing comprehensive financial planning services, including investment planning, estate planning, insurance analysis, and retirement planning. He takes the time to get to know his clients and their priorities, financial goals, and risk tolerance. Eric works to ensure that his clients are financially prepared for the unexpected and can achieve their long-term financial goals. With Eric's guidance, clients can feel confident that they have a financial roadmap that is tailored to their unique needs and circumstances.

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 125 Woodstream Blvd Suite 115, Stafford, VA 22556, USA
Phone (540) 659-7060
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:

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.