Tisa Osborne
Tisa Osborne is a registered investment advisor at Osborne Financial Planning LLC, based in Peachtree City, GA, with 8 years of industry experience. Tisa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Insurance Planning, Investment Management, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $750K | 1.00% |
| $750K - $2.0M | 0.80% |
| $2M+ | 0.60% |
Fees for investment management services are non-negotiable; however, Osborne Financial Planning reserves the right to assess a lesser investment management fee based upon certain criteria.
Fee Estimator
Location
470 Commerce Drive, Suite 559, Peachtree City, GA, 30269
Get directionsHistory
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
Tisa sells life and health insurance in Georgia, dedicating about 10% of her time to this activity. She also owns rental property with her family, spending about 10% of her time on phone calls with tenants and contractors.
Employment History
Current Registrations
Osborne Financial Planning LLC
Previous Registrations
Lincoln Investment
Lincoln InvestmentBroker
State Registrations1 state
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.