Robert David Schneider

CFP

27 Years of Experience

2 Disclosures

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners

Beaumont Financial Partners

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

13 advisors

Number of Clients

1,751 clients

Average Client Portfolio

$1.9M average

Assets Under Management

$3.4B

Fee Structure

Minimum Investment:$250K

Financial Planning:Included in AUM fee

Location

8111 Ashlane Way, The Woodland, TX, 77382

Get directions

History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

November 2001

Denied

Customer Dispute

June 2000

Settled

View Full SEC Report How to Read Disclosures

Employment History

Current Registrations

Beaumont Financial Partners

November 2022 - Present · 3 yrs 3 mos

Previous Registrations

The Baha

February 2023 - October 2023 · 8 mos

Beaumont Financial Partners LLC

April 2013 - December 2022 · 9 yrs 8 mos

Strategic Advisers, INC.

March 1998 - February 2013 · 14 yrs 11 mos

State Registrations2 states

TXVA

Advisor

Exams

No exam information available for this advisor.