Thomas Muller
Thomas Muller is a registered investment advisor at Osaic Wealth, INC., based in Palm Coast, FL, with 27 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
16 Burning Tree Place, Palm Coast, FL, 32137
Get directionsHistory
Regulatory History (2)
Judgment / Lien
July 2025Customer Dispute
February 2000Other Business ActivitiesSells Insurance
Thomas is an insurance agent with Crump and PPS Advisors Life, LLC, where he focuses on management and fixed insurance sales. He also sells insurance and fixed annuities through PPS Advisors, Inc., and Medicare insurance, dedicating about 10-20% of his time to these activities.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
American Portfolios Advisors, INC
Professional Planning Services
American Portfolios Financial Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Signator Investors, INC.Broker
UBS Painewebber INC.Broker
Prudential Securities IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Mlb Investments, LTD.Broker
State Registrations9 states
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.