Peter Whelan
Peter Whelan is a CFP-designated registered investment advisor at First Command Advisory Services, based in Fort Worth, TX, with 20 years of industry experience. Peter 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
1 Firstcomm Plaza, Fort Worth, TX, 76109
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Peter is the President and sole member of Whelan Financial Services, LLC, established in 2020 to hold leases and pay employees to facilitate his business with First Command. He dedicates about a quarter of his time to this business.
Employment History
Current Registrations
First Command Advisory Services
First Command Brokerage Services, INC.Broker
First Command Brokerage Services, INC.
Previous Registrations
First Command Financial Planning, INC.
State Registrations23 states
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