RD
ChFC
RD
ChFC

Randal Dorf

22 Years of Experience
Fort Worth, TX
Broker

Randal Dorf is a ChFC-designated registered investment advisor at First Command Advisory Services, based in Fort Worth, TX, with 22 years of industry experience. Randal operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 113,591 clients with $24B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1015 advisors
Number of Clients
113,591 clients
Average Client Portfolio
$215K average
Assets Under Management
$24.4B

Fee Structure

Minimum Investment:$20K

First Command offers investment management through its Asset Management Solutions (AMS) program. If you participate in the AMS program, First Command will manage and periodically rebalance your account assets consistent with the asset allocation for your chosen model portfolio. First Command and your Advisor will each share a portion of the wrap fee charged to you for your participation in the AMS program. First Command does not monitor AMS accounts on an individual basis.

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Location

1 Firstcomm Plaza, Fort Worth, TX, 76109

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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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Other Business Activities

Randal is the organizer of Randal Dorf Financial Planning, LLC since 2006 and a member of Pony Express Advisors, LLC since 2021, both financial businesses. He dedicates about a quarter of his time to each business, including time during securities trading hours.

Employment History
Current Registrations
First Command Advisory Services
December 2015 - Present · 10 yrs 5 mos
First Command Brokerage Services, INC.
October 2003 - Present · 22 yrs 7 mos
First Command Brokerage Services, INC.Broker
October 2003 - Present · 22 yrs 7 mos
Previous Registrations
First Command Financial Planning, INC.
September 2005 - December 2015 · 10 yrs 3 mos
First Command Bank
January 2005 - September 2005 · 8 mos
State Registrations14 states
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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.