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KH
CFP · ChFC
KH
CFP · ChFC

Katherine Hansen

First Command Advisory Services
13 Years of Experience
Hurst, TX
Broker
View SEC Summary
View SEC Summary

Katherine Hansen is a CFP, ChFC-designated registered investment advisor at First Command Advisory Services, based in Hurst, TX, with 13 years of industry experience. Katherine 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
1021 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

Hurst, TX

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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

Katherine sells various items on eBay, dedicating minimal time to this activity. She is considering setting up an eBay storefront, selling items such as vintage toys, books, and household items.

Employment History
Current Registrations
First Command Advisory Services
May 2016 - Present · 10 yrs 5 mos
First Command Brokerage Services, INC.
June 2012 - Present · 14 yrs 4 mos
First Command Brokerage Services, INC.Broker
June 2012 - Present · 14 yrs 4 mos
State Registrations1 state
TX
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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