MS
CFP
MS
CFP

Michael Sausley

21 Years of Experience
Houston, TX
1 DisclosureBroker

Michael Sausley is a CFP-designated registered investment advisor at VALIC Financial Advisors, INC., based in Houston, TX, with 21 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 293,993 clients with $26B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1277 advisors
IM Fee
Planning only
Assets Under Management
$26.4B

Fee Structure

  • Financial planning fees depend on the complexity of your situation, the number of topics covered, the time needed to complete the plan, your net worth, and your location.
  • Consulting services are offered on a per-project basis, not exceeding $7,500 annually.
  • The total combined fee for a financial plan and consulting services will not exceed $10,000 annually.
One-Time Plan:Up to $5,000
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Location

2929 Allen Parkway, Houston, TX, 77019

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History

Regulatory History (1)
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Customer Dispute
April 2017
Settled
Other Business Activities

Michael owns Texas Cinematic Film Co., providing photography and video services since 2019. This activity requires minimal time and is not investment-related.

Employment History
Current Registrations
VALIC Financial Advisors, INC.
August 2016 - Present · 9 yrs 9 mos
VALIC Financial Advisors, INC.Broker
May 2015 - Present · 11 yrs
Previous Registrations
Sagepoint Financial, INC.Broker
June 2015 - September 2015 · 3 mos
Sagepoint Financial, INC.
June 2015 - September 2015 · 3 mos
Citigroup Global Markets INC.Broker
October 2006 - May 2009 · 2 yrs 7 mos
Citigroup Global Markets INC.
October 2006 - May 2009 · 2 yrs 7 mos
Wachovia Securities, LLC
July 2003 - October 2006 · 3 yrs 3 mos
Wachovia Securities, LLCBroker
July 2003 - October 2006 · 3 yrs 3 mos
Prudential Securities Incorporated
April 1998 - July 2003 · 5 yrs 3 mos
Prudential Securities IncorporatedBroker
April 1998 - July 2003 · 5 yrs 3 mos
State Registrations26 states
AZCACOCTFLGAILINKSLAMAMDMIMNMONCNJNYOHORPASCTXVAWAWI
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.