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Nathan James Maynard

Advisor at First Command Advisory Services — Montgomery, AL Berryhill Road

Updated today

Credentials

CFP®, ChFC®, Series 66

Experience

9 years

Location

Montgomery, AL 36117

First Command Advisory Services logo

First Command Advisory Services

Enterprise

Total advisors

1,034

Across 281 offices

Clients per advisor

110 Very High

Avg AUM per client

$214,697 Very Low

HNW client ratio

3% Low

About

Nathan Maynard is a financial advisor with First Command Advisory Services in Montgomery, AL. He holds the CFP® and ChFC® designations, along with a Series 66 license, and has nine years of industry experience. Prior to joining First Command in 2018, he worked at Edward Jones and State Farm Insurance. Maynard is also the owner of Maynard Financial, LLC, a pass-through entity used for his role as District Advisor. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers comprehensive financial planning and various wrap-fee asset management programs managed through a centralized Investment Management Team.

Client services

Based on First Command Advisory Services

Financial planning Portfolio management

Expertise

Based on First Command Advisory Services

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing

Occupation focus

Based on First Command Advisory Services

Self-Employed

Demographic focus

Based on First Command Advisory Services

Young Professionals

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Fee options

Percentage

$0 - $250,000: 1.30% $250,001 - $500,000: 1.15% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001+: 0.50%

Commissions

Commissions apply for brokerage and insurance products through affiliated companies.

Other

Account minimum: $5,000 Minimum fee: Financial Planning Tailored Professional Services (TPS) fees generally range from $750 to $3,000 based on client circumstances and advisor discretion. Fee-only: Advisory Programs charge wrap fees based on asset tiers, no commissions for advisory management services.

Location

See office

Montgomery, AL Berryhill Road

1930 Berryhill Road

Montgomery AL 36117

Advisors at this office

6

Most active in

Alabama · Georgia · Texas

Work history

9 years of industry experience

First Command Advisory Services, Inc.

2018 - Present • 8 years

Fort Worth, TX

First Command Insurance Services, Inc.

2018 - Present • 8 years

Fort Worth, TX

First Command Financial Planning, Inc

2018 - Present • 8 years

Fort Worth, TX

First Command

2018 - 2018 • 1 year

Fort Worth, TX

Unemployed

2018 - 2018 • 1 year

Pleasant View, TN

Edward Jones

2017 - 2018 • 1 year

St Louis, MO

State Farm Insurance

2016 - 2017 • 1 year

Old Hickory, TN

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Joseph M

Series 65

Montgomery, AL

Goldsmith Martin Wealth Strategy

Joseph Martin is the principal of Goldsmith Martin Wealth Strategy LLC, an independent registered investment adviser. He holds a Series 65 credential and has been in the financial industry since 2026. Prior to founding his firm, Martin worked at Montgomery Metro Realty and Common Bond Brewers and spent seven years at Haynes Ambulance of Alabama. He is also active as a Realtor alongside his advisory practice. Goldsmith Martin Wealth Strategy provides fee-only wealth management and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm uses a combination of passive and active investment strategies with a focus on client-specific policies, offering discretionary portfolio management and comprehensive written financial plans.

General retirement planning
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Daniel M

Series 66

Montgomery, AL

ERS Capital Management LLC

Daniel Mckenzie is a financial advisor at ERS Capital Management LLC with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Cambridge Investment Research Advisors, Inc., Level Four Financial, LLC, Level Four Advisory Services, LLC, Kintail Capital, LLC, and Merrill. ERS Capital Management LLC offers asset management, financial planning, retirement-plan advisory, and consulting services to individuals, trusts, retirement plans, and businesses. The firm uses a research-focused, fundamental value approach combining macroeconomic and issuer-level analysis and employs a variety of investments including individual equities, fixed income, mutual funds, ETFs, and external managers.

Retirement plans for business owners (SEP, solo 401k) Wealth management Cash flow / budgeting
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Richard A

Series 63, Series 65

Montgomery, AL

Rwc Wealth Management, Inc.

Richard Akinyemi is a financial advisor at Rwc Wealth Management, Inc. in Montgomery, AL, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Rwc Wealth Management since 2012. Akinyemi is also a published author and serves as a director of a non-functioning construction company in Nigeria. RWC Wealth Management provides investment supervisory services and financial planning to individuals, including high-net-worth clients, and corporate entities such as pension and profit-sharing plans. The firm offers individualized Investment Policy Statements, ongoing portfolio monitoring, and corporate consultations, utilizing a mix of analytical approaches and strategies while operating primarily on a non-discretionary basis.

Options & derivatives strategies Private / alternative investments Real estate investing
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Douglas T

ChFC®, Series 63, Series 65

Montgomery, AL

Tucker Financial Group

Douglas Tucker is a financial advisor with Tucker Financial Group in Montgomery, Alabama, holding the ChFC® designation and Series 63 and 65 licenses. He has 39 years of industry experience, including prior roles at Sagepoint Financial, Inc. and AIG American General Life Insurance Company. Outside of his advisory work, he is an independent insurance agent. Tucker Financial Group provides portfolio management and financial planning services to individuals and small businesses. The firm manages discretionary and non-discretionary accounts using tailored investment strategies and offers retirement and estate planning advice.

General estate planning guidance Annuities
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Daniel D

Series 65

Montgomery, AL

Tucker Financial Group

Daniel Dean is a financial advisor at Tucker Financial Group with a Series 65 designation and three years of industry experience. He previously worked at Alea for 23 years and has held roles at County Risk Services and the AC Board of Education. Outside of finance, he serves as a police officer at Central Alabama Community College. Tucker Financial Group is an SEC-registered investment adviser that provides portfolio management and financial planning services to individuals and small businesses. The firm manages discretionary and non-discretionary accounts using various strategies tailored to clients’ objectives and risk tolerances.

General estate planning guidance Annuities
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Benjamin A

Series 65

Montgomery, AL

Tucker Financial Group

Benjamin Auman is a financial advisor at Tucker Financial Group in Montgomery, Alabama. He holds a Series 65 designation and has four years of industry experience. Prior to joining Tucker Financial Group in 2018, he worked for Huntsville City Schools from 2015 to 2018. Tucker Financial Group provides portfolio management and financial planning services to individuals and small businesses, managing discretionary and non-discretionary accounts across various asset types. The firm tailors portfolios based on clients’ objectives and risk tolerances, employing strategies such as asset allocation and dollar-cost averaging, with accounts reviewed quarterly.

General estate planning guidance Annuities
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