MC
CFP
MC
CFP

Michael Cantu

9 Years of Experience
Tampa, FL
Broker

Michael Cantu is a CFP-designated registered investment advisor at First Command Advisory Services, based in Tampa, FL, with 9 years of industry experience. Michael 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.

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
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Location

501 East Kennedy Blvd, Suite 600, Tampa, FL, 33606

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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

Michael is the CEO of Kennedy Park Wealth Management LLC since 2022, dedicating about a quarter of his time to this role. He also owns Park Village Commerce Inc, an e-commerce business, but spends minimal time on it since hiring a company to manage it.

Employment History
Current Registrations
First Command Advisory Services
April 2019 - Present · 7 yrs 6 mos
First Command Brokerage Services, INC.
August 2017 - Present · 9 yrs 2 mos
First Command Brokerage Services, INC.Broker
August 2017 - Present · 9 yrs 2 mos
Previous Registrations
Securian Financial Services, INC.
June 2005 - March 2006 · 9 mos
Securian Financial Services, INC.Broker
May 2005 - March 2006 · 10 mos
State Registrations34 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.
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