AS
AS

Alan Charles Schauer

10 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fixed/Hourly
Firm Size
14 advisors
Number of Clients
878 clients
Average Client Portfolio
$319K average
Assets Under Management
$279.7M

Fee Structure

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Location

Cimarron Professional Park, 142 Cimarron Park Loop, Suite F, Buda, TX, 78610

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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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.
July 2025 - Present · 7 mos
Previous Registrations
Osaic Wealth, INC.
August 2024 - July 2025 · 11 mos
Triad Advisors, LLC
February 2015 - August 2024 · 9 yrs 6 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.