RS
CFP
RS
CFP

Richard Allen Schuette

20 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningEducation PlanningCharitable Giving
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
287 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$488.9M

Fee Structure

Minimum Annual Fee:$10,000
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Location

233 E Carillo, Suite B, Santa Barbara, CA, 93101

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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 ActivitiesSells Insurance

Richard is an insurance agent selling life and health insurance, dedicating minimal time to this activity. He is also the treasurer for a church endowment, and was previously president of Ensemble Theatre and a board member of the University Club of Santa Barbara.

Employment History
Current Registrations
Avalan, LLC
March 2011 - Present · 14 yrs 11 mos
Previous Registrations
Vida Wealth Partners, INC.
October 2006 - December 2013 · 7 yrs 2 mos
Girard Securities, INC.
October 2005 - October 2014 · 9 yrs
State Registrations2 states
CAWA
Advisor
Exams
No exam information available for this advisor.