Alan Schauer is a registered investment advisor at First Financial Coaching, INC., based in Buda, TX, with 11 years of industry experience. Alan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 878 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.00% |
| $1.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Fees may vary or be reduced at the firm's discretion, and different fee structures may apply based on historical agreements or co-adviser arrangements. We can negotiate fees and the timing of payment for Clients investing over $1 million with Matson Money. Fees for Clients and the timing of payment could be negotiable under special circumstances in our discretion.
Fee Estimator
Location
142 Cimarron Park Loop, Suite #F, Buda, TX, 78610
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Alan is a clinical dentist and an Investment Advisor Representative (IAR) with Wealth Strategies Inc, dedicating nearly full-time and about half his time respectively. He also has several real estate and accounting-related activities, and assists with his wife's law practice.
Employment History
Current Registrations
First Financial Coaching, INC.
Previous Registrations
Osaic Wealth, INC.
Triad Advisors, LLC
State Registrations1 state
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