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AS
CFP
AS
CFP

Anthony Smith

First Command Advisory Services
27 Years of Experience
Carlisle, PA
Broker
View SEC Summary
View SEC Summary

Anthony Smith is a CFP-designated registered investment advisor at First Command Advisory Services, based in Carlisle, PA, with 27 years of industry experience. Anthony is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 113,591 clients with $24B in assets under management.

First Command Advisory Services
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1023 advisors
Number of Clients
113,591 clients
Average Client Portfolio
$215K average
Assets Under Management
$24.4B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.30%
$250K - $500K1.15%
$500K - $1.0M1.00%
$1.0M - $2.0M0.75%
$2M+0.50%

Schedule reflects the Partners, Foundations, and Select advisory programs. Other programs like Elite and Premier Income have separate fee schedules. Fees are negotiable for Elite accounts over $5 million.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

401 East Louther Street, Carlisle, PA, 17013

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
First Command Advisory Services
December 2015 - Present · 10 yrs 10 mos
First Command Brokerage Services, INC.
June 1999 - Present · 27 yrs 4 mos
First Command Brokerage Services, INC.Broker
June 1999 - Present · 27 yrs 4 mos
Previous Registrations
First Command Financial Planning, INC.
September 2005 - December 2015 · 10 yrs 3 mos
First Command Bank
April 2004 - September 2005 · 1 yr 5 mos
First Command Financial Planning, INC.
March 2003 - April 2004 · 1 yr 1 mo
State Registrations33 states
AKALAZCACODCDEFLGAHIIAILINLAMAMDMEMNMONCNJNMNYOHORPASCTNTXVAVTWAWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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