First Command Financial Planning, Inc. (Ft Worth)

First Command Financial Planning, Inc. is a large advisory firm based in Ft Worth. It manages $9.68 billion of regulatory assets for 70,530 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 47 other states.

First Command Financial Planning provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for approximately 3,500 clients. On top of advisory services, the firm doesn't engage in other business activities.

First Command Financial Planning: assets under management

The assets under management (AUM) of First Command Financial Planning, Inc. is $9.68 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 13318% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $9.68 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $137.26 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay First Command Financial Planning, Inc. for their services and products based on a percentage of assets under management, fixed fees, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at First Command Financial Planning, Inc.

Michael Francis Morrison has been acting as President since 1 Jan 2007. Murtaza Abbas Sardharwala joined the executive team most recently as the Vice President, Co Chief Compliance Officer.

Direct owners and executive officers

Indirect Owners

Based in Ft Worth

The principal office where First Command Financial Planning, Inc. performs its advisory services is located at 1 Firstcomm Plaza, Ft Worth, TX 76109 4978 The mailing address of the firm is Po Box 2387, Fort Worth, TX 76113 2387. An additional office of the firm is in Lakewood, WA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 817-731-8621 or by fax 817-569-2399. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at firstcommand.com.

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