Taylor Gaudlitz
Advisor at First Command Advisory Services
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at First Command Advisory Services
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
First Command Advisory Services
Location
San Antonio, TX 78218
Credentials
Series 66
Industry experience
4 years
Taylor Gaudlitz is a financial advisor with First Command Advisory Services and holds a Series 66 designation. He has four years of industry experience and has worked at several First Command entities since 2020. Outside of financial services, he has worked with Instacart since 2019. 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 product distribution. The firm emphasizes advisor-led planning relationships and offers structured, year-long engagements with written financial plans and periodic progress meetings.
Based on First Command Advisory Services
$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 apply to brokerage and insurance products purchased through affiliated broker-dealer and insurance agencies.
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.
1919 Oakwell Farms Pkwy, Suite 200
San Antonio, TX 78218
Texas
First Command Advisory Services , Inc
2022 - Present (4 years)
First Command Insurance Services , Inc
2022 - Present (4 years)
First Command Brokerage Services, Inc
2022 - Present (4 years)
First Command Brokerage Services Inc
2020 - 2022 (2 years)
Instacart
2019 - Present (7 years)
Park West Apartments
2018 - 2019 (1 year)
Cockrell Butterfly Center at Houston Museum of Natural
2018 - 2020 (2 years)
Texas A&M Agrilife Extension
2016 - 2018 (2 years)
Full Time College Student
2016 - 2016 (1 year)
Full Time High School Student
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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