Alan
Schauer

Triad Advisors LLC

CRD#6451237
Investment Advisor
in Buda, TX

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About this Advisor

Alan Schauer is a financial advisor who works in Buda, Texas with a total of 8 years of industry experience. Schauer is an employee of Triad Advisors LLC. Their career trajectory has included roles at Triad Advisors, Inc, Alan Schauer Dds and Wealth Strategies, Inc. Schauer has a Series 65 license, which qualifies them as an investment advisor representative, and is approved to operate in Oklahoma and Texas. Triad Advisors LLC is a financial advisory firm based out of Peachtree Corners, GA. The firm has offices in 75 locations and a total of 1,629 financial advisors. It oversees $2 billion in total assets across its 10,769 client accounts, placing it among the biggest firms in the United States by assets under management. The firm serves four charities and foundations. Of its 10,769 accounts, just 6% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The advisory firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial management typically are based on which services are offered. Fees charged by Triad Advisors LLC likely are comprised of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

8 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

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

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Triad Advisors LLC Brokerage Details

Total Assets Under Management

$2,248,734,411

TX Average: $3,570,121,308
Total Number of Employees

1,629

TX Average: 58
Total Number of Accounts

10,769

TX Average: 1,608
Average Account Size

$208,816

TX Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Alan Schauer Work History

Alan has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Triad Advisors, Inc

2015 - Present (9 years)

Wealth Strategies, Inc

1984 - Present (40 years)

Alan Schauer Dds

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Alan Schauer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Triad Advisors, LLC

Donna Litty
Peachtree Corners, GA
Anietie Ijoma
Peachtree Corners, GA
Jeremy Newton
Peachtree Corners, GA
Michael Sinclair
Peachtree Corners, GA
Walter Boleman
Blue Ridge, GA
Kimberly Cole
Peachtree Corners, GA
Trenton Walsh
North Wilkesboro, NC
Timothy Sperling
Scottsdale, AZ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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