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Aaron Barranco

First Command Advisory Services
13 Years of Experience
Mount Juliet, TN
Broker
View SEC Summary
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Aaron Barranco is a registered investment advisor at First Command Advisory Services, based in Mount Juliet, TN, with 13 years of industry experience. Aaron 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

541 N Mt Juliet Rd, Suite 2202, Mount Juliet, TN, 37122

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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

Aaron is an Army Officer with the Department of Defense, having rejoined the Army reserves in 2020. This takes a few hours per week and is not investment-related.

Employment History
Current Registrations
First Command Advisory Services
December 2015 - Present · 10 yrs 10 mos
First Command Brokerage Services, INC.
September 2013 - Present · 13 yrs 1 mo
First Command Brokerage Services, INC.Broker
September 2013 - Present · 13 yrs 1 mo
Previous Registrations
First Command Financial Planning, INC.
November 2013 - December 2015 · 2 yrs 1 mo
State Registrations12 states
CAFLGAINKSKYMAMDNYTNTXVA
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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