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Cherisse Reumont

Advisor at First Command Advisory Services

Updated today

Location

Belcamp, MD 21017

Credentials

Series 63, Series 65

Industry experience

8 years

About

Cherisse Reumont is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. Her background includes roles at the Small Business Administration and multiple positions within First Command’s affiliated companies. Outside of finance, she works as a fragrance freelancer for Christian Dior and serves as treasurer for Channel of Grace Worship Center, where she manages financial operations. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage recommendations, and insurance and banking products. The firm emphasizes advisor-led, face-to-face financial coaching and offers structured planning engagements alongside discretionary portfolio management through its in-house 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 Tax-loss harvesting Wealth management

Occupation focus

Based on First Command Advisory Services

Retired

Demographic focus

Based on First Command Advisory Services

Mid-Career 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% over $2,000,000+: 0.50%

Commissions

Commissions apply to brokerage and insurance products purchased through affiliated broker-dealer and insurance agencies.

Other

Account minimum: $20,000 Minimum fee: Financial planning fees through Tailored Professional Services (TPS) generally range from $750 to $3,000, negotiable. Fee-only: Tailored Professional Services financial planning fees from $750 to $3,000.

Location

4690 Millennium Dr, Suite 401

Belcamp, MD 21017

Most active in

Maryland

Work history

First Command Brokerage Services, Inc.

2025 - Present (1 year)

First Command Advisory Services, Inc.

2025 - Present (1 year)

First Command Insurance Services, Inc.

2025 - Present (1 year)

First Command Advisory Services, Inc.

2024 - 2025 (1 year)

Small Business Administration

2020 - 2025 (5 years)

Cherisse Reumont - Sole Proprietor

2018 - 2025 (7 years)

Honeyvest LLC

2018 - 2022 (4 years)

Securian Financial Services, INc.

2017 - 2018 (1 year)

Securian Financial Services INC

2017 - 2018 (1 year)

Minnesota LIfe Insurance CO

2017 - 2018 (1 year)

First command Insurance Services

2016 - 2016 (1 year)

First Command Advisory Services

2016 - 2016 (1 year)

First Command FInancial Planning Inc

2016 - 2016 (1 year)

Christian Dior

2014 - Present (12 years)

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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Graeme W

ChFC®, Series 63, Series 65

Forest Hilll, MD

G.S. Woods Wealth Management

Graeme Woods is the principal advisor at G.S. Woods Wealth Management with 15 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Woods has experience in both financial services and business consulting, including managing a wholesale import-export company and leading a business consulting and insurance firm focused on risk management and business value growth. G.S. Woods Wealth Management serves individuals, families, small businesses, and charitable organizations by providing written financial planning, insurance placement, business consulting, and pension consulting services. The firm emphasizes goals-based planning and risk assessment, referring clients to third-party asset managers and offering fixed-fee and hourly engagements, with a notable role in pension consulting for government entities.

Debt management Cash flow / budgeting Disability insurance College savings (529s, UTMA, etc.) Concentrated stock management Military & Veterans Founder/Business Owner Values-based investing
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Christopher Y

Series 66

Forest Hill, MD

Honeygo Financial

Christopher Yeagle is a financial advisor at Honeygo Financial with eight years of industry experience. He holds the Series 66 designation and previously worked at Merrill Lynch and Life Plan Financial. Yeagle’s background also includes over a decade at TJ Distributors, Inc. Honeygo Financial provides investment management and comprehensive financial planning to individual clients, serving both mass-affluent and high-net-worth households. The firm employs a Modern Portfolio Theory-based approach, primarily using passive strategies with index mutual funds and ETFs, and emphasizes documented investment policies, tax efficiency, and coordination with outside tax and legal professionals.

Retirement income strategy Social Security optimization General tax planning Charitable giving tax strategies College savings (529s, UTMA, etc.)
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Antoine O

Series 63, Series 65

Nottingham, MD

Plancorr Wealth Management, LLC

Antoine Orr is the sole advisor at Plancorr Wealth Management, LLC in Nottingham, MD, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has been with Plancorr Wealth Management since 2008 and has operated as a self-employed insurance agent since 1998, dedicating significant time to his independent insurance services. Plancorr Wealth Management provides fee-only financial consulting and personalized planning to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm emphasizes detailed analyses including investment portfolio cost-benefit and risk management, retirement income planning, and insurance reviews, delivering advice through consultations and written reports without taking custody of client assets.

Life insurance needs analysis Long-term care insurance Annuities Cash flow / budgeting Retirement income strategy
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Charles K

Series 63, Series 65

Abingdon, MD

C.T. Kares Advisory Group, Inc.

Charles Kares is the principal advisor at C.T. Kares Advisory Group, Inc. in Abingdon, MD, holding Series 63 and Series 65 credentials with 11 years of industry experience. He has led his independent advisory firm since 1999. C.T. Kares Advisory Group provides investment advisory services to individuals, retirement plans, trusts, estates, and charitable organizations, managing accounts on a non-discretionary basis. The firm emphasizes long-term, buy-and-hold strategies using predominantly no-load and load-waived mutual funds tailored to each client’s objectives and risk tolerance.

Passive / index investing
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Stephen O

CFP®, PFS™, Series 63

Abingdon, MD

Towson Financial Advisors, LLC

Stephen Olah is a CFP® and PFS™ credentialed financial advisor with 29 years of industry experience. He is the principal of Towson Financial Advisors, LLC, where he has worked since 2016. In addition to his advisory work, he maintains a CPA practice focused on tax return preparation and consulting. Towson Financial Advisors provides portfolio management and financial planning services to individual and high-net-worth clients, applying modern portfolio theory with a long-term trading approach and managing accounts on a discretionary basis.

Annuities
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Walter H

Series 63, Series 65

Belcamp, MD

Hoffman Financial Consultants

Walter Hoffman is the sole advisor at Hoffman Financial Consultants in Belcamp, MD, with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Osaic Wealth, Inc. and SagePoint Financial, Inc. Hoffman also sells term life insurance as an independent contractor. Hoffman Financial Consultants provides investment advisory and financial planning services to individuals, trusts, and estates. The firm offers non-discretionary advice with a long-term buy-and-hold investment approach, incorporating both fundamental and technical analysis, and emphasizes personal client contact.

Cash flow / budgeting Long-term care insurance Income planning
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