First Command Financial Planning

EST. AUM
$24,429,418,155

CONTACTS
1151

CLIENT ACCOUNTS
113,591

Firm Details

Metro area Dallas
CRD Number 3641
Website firstcommand.com
Client types

Overview

First Command Financial Planning is a $17B RIA catering to military veterans across the country. They are based in Fort Worth, TX. The Financial Behaviors Index, developed by First Command, examines the financial behaviors, intentions, and attitudes of career military families and the general population. It consistently reveals that individuals who work with a financial advisor tend to exhibit more positive financial behaviors and higher confidence in their financial future. For career military families, those with an advisor report higher monthly savings rates and greater accumulated assets compared to those without. Additionally, they express higher levels of confidence in their ability to improve their financial situation and retire comfortably. This index provides valuable insights for understanding personal finance dynamics and trends, helping individuals make informed decisions about their financial future. For more information about the Financial Behaviors Index, contact First Command at marketinginbox@firstcommand.com.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

First Command Financial Planning

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