TrueAdvisor
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WB
CFP · ChFC
WB
CFP · ChFC

Warren Bausert

Tlg Advisors, INC.
40 Years of Experience
Cedar Park, TX
Broker
View SEC Summary
View SEC Summary

Warren Bausert is a CFP, ChFC-designated registered investment advisor at Tlg Advisors, INC., based in Cedar Park, TX, with 40 years of industry experience. Warren is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 5,161 clients with $2.3B in assets under management.

Tlg Advisors, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
303 advisors
Number of Clients
5,161 clients
Average Client Portfolio
$445K average
Assets Under Management
$2.3B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.75%
$1M+1.00%

Standard advisory fees generally run 0.80% to 1.75% per year for assets up to $1M, and up to 1.00% for assets over $1M. Starlight Portfolios charges total fees ranging from 0.65% to 1.25%. Fees may be negotiable and can be aggregated by household for discounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1200 Cottonwood Creek Trail, Suite 800, Cedar Park, TX, 78613

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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 Activities

Warren operates under Financial Resources Group and Webster Investments as DBAs for his LPL business. He also works as a magician, dedicating minimal time to this non-investment related activity.

Employment History
Current Registrations
Tlg Advisors, INC.
September 2025 - Present · 1 yr 1 mo
The Leaders Group, INC.
September 2025 - Present · 1 yr 1 mo
The Leaders Group, INC.Broker
September 2025 - Present · 1 yr 1 mo
Previous Registrations
Financial Resources Group Investment Services, LLCBroker
May 2018 - October 2023 · 5 yrs 5 mos
LPL Financial LLC
May 2008 - September 2025 · 17 yrs 4 mos
LPL Financial LLCBroker
May 2008 - September 2025 · 17 yrs 4 mos
Ifmg Securities, INC.
July 2003 - May 2008 · 4 yrs 10 mos
Ifmg Securities, INC.Broker
September 1997 - May 2008 · 10 yrs 8 mos
Independent Financial Securities, INC.Broker
February 1995 - August 1998 · 3 yrs 6 mos
Dime Securities of Ny, INC.Broker
July 1992 - January 1995 · 2 yrs 6 mos
Invest Financial CorporationBroker
November 1987 - August 1992 · 4 yrs 9 mos
Michael Philip Securities, INC.Broker
December 1986 - August 1987 · 8 mos
Margate Securities, INC.Broker
August 1986 - December 1986 · 4 mos
Investors Center IncorporatedBroker
May 1986 - September 1986 · 4 mos
State Registrations2 states
NYTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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