David Robinson is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Austin, TX, with 36 years of industry experience. David 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
10415 Morado Circle, The Avallon-Building I, Suite 150, Austin, TX, 78759
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is an insurance agent, spending minimal time reviewing applications and collecting renewals. He also serves as Managing Member of RCG Finish Well, LLC (about a quarter of his time) and President of Resource Consulting Group, Inc. (nearly full-time), both wealth management and consulting firms.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Resource Consulting Group, INC.
Previous Registrations
Fsc Securities Corporation
Fsc Securities Corporation
Fsc Securities CorporationBroker
State Registrations14 states
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