Allison Schaberg
Allison Schaberg is a registered investment advisor at Osaic Wealth, INC., based in Sugar Land, TX, with 26 years of industry experience. Allison 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
Sugar Land, TX
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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
Allison is a general agent/owner operator for Consolidated Planning Group, Inc., focusing on insurance and financial planning, which takes up a full-time commitment. She also engages in patient advocacy, special needs consulting, seminar presentations, and social security maximization analysis, dedicating varying amounts of time to each.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Triad Advisors, LLC
Triad Advisors LLCBroker
Ameritas Investment CORP
Ameritas Investment CORP.Broker
New England SecuritiesBroker
New England SecuritiesBroker
Foresters Equity Services, INC.Broker
Allstate Financial Services, LLCBroker
Foresters Equity Services, INC.Broker
Edward JonesBroker
Foresters Equity Services, INC.Broker
State Registrations11 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.