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Atlanta Five Star award winners

PROFESSIONAL PROFILE

Stephan Oster & Amanda Fischer

Financial Planners
Oster & Fischer, LLC
4555 Mansell Rd. Suite 300
Alpharetta, GA 30022
Office: 770-753-9880
Cell: stephan@oster-fischer.com
amanda@oster-fischer.com
www.oster-fischer.com

Professional Approach

We founded Oster & Fischer with one goal: to be financial advocates for our clients. Our services are designed to help our clients accomplish their financial goals, from Amanda developing custom financial plans to Stephan implementing those plans with professional investment managers. Because we accept new clients by referral only, we can devote our time and resources to providing high level service to our existing clients rather than on finding new clients.

Being Independent Financial Advisors allows us to make financial planning and investment management recommendations that are in your best interest, without pressure from a parent company to sell its proprietary products. If you are seeking a high touch, high service partner with resources that rival a Wall Street firm, then we might be a good match. We invite you to look around our website and talk to your friends about their experience with us. Then give us a call to schedule an introductory meeting.

Amanda Fischer, CFS

Financial Planner

Phone: 770-753-9880

Stephan Oster, CFS, ChFC

Financial Planner

Phone: 770-753-9880

Heather Cooper

Client Service Manager

Phone: 770-753-9880
This award was issued on 9/1/23 by Five Star Professional (FSP) for the time period 11/14/22 through 5/31/23. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 3,209 Atlanta-area wealth managers were considered for the award; 237 (7% of candidates) were named 2023 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2022: 3285, 263, 8%, 9/1/22, 12/13/21 - 6/10/22; 2021: 3254, 265, 8%, 9/1/21, 11/30/20 - 6/25/21; 2020: 3314, 268, 8%, 9/1/20, 12/23/19 - 7/10/20; 2019: 3197, 285, 9%, 9/1/19, 12/10/18 - 7/23/19; 2018: 3248, 287, 9%, 9/1/18, 12/29/17 - 7/24/18; 2017: 2378, 301, 13%, 9/1/17, 12/30/16 - 7/14/17; 2016: 2210, 526, 24%, 8/1/16, 2/4/16 - 7/22/16; 2015: 3620, 546, 15%, 9/1/15, 2/4/15 - 7/22/15; 2014: 4433, 560, 13%, 9/1/14, 2/4/14 - 7/22/14; 2013: 2852, 592, 21%, 9/1/13, 2/4/13 - 7/22/13; 2012: 2660, 607, 23%, 9/1/12, 2/4/12 - 7/22/12.
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Securities offered through Securities America, Inc.  Member FINRA/SIPC.  Stephan Oster and Amanda Fischer, Registered Representatives.  Advisory Services offered through Securities America Advisors Inc., Stephan Oster and Amanda Fischer, Financial Planners. 

Oster & Fischer, LLC and the Securities America companies are unaffiliated.

 

Trading instructions sent via email may not be honored.  Please contact our office at 770-753-9880 or Securities America, Inc at 800-747-6111 for all buy/sell orders.  Please be advised that communications regarding trades in your account are for informational purposes only.  You should continue to rely on confirmations and statements received from the custodian(s) of your assets.  The text of this communication is confidential and use by any person who is not the intended recipient is prohibited.  Any person who receives this communication in error is requested to immediately destroy the text of this communication without copying or further dissemination.  Your cooperation is appreciated. 

*Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile have paid a promotional fee.
Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance . Wealth Managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.