Thrivent Investment Management
25yrs
Top advisor by experience in Mebane
4yrs
Allison Shumar
Financial advisor at Strategic Advisers
Allison Shumar has worked in the financial industry for 4 years and is a fiduciary financial advisor based in Mebane, North Carolina. After three years at Fidelity Personal and Workplace Advisors, Allison joined Strategic Advisers in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. Strategic Advisers reports being paid through a percentage of assets and flat fees.
One of 20 advisors with offices in Mebane, and one of 19 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
OfficeMebane, NC
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2022 – 2025Fidelity Personal and Workplace AdvisorsPreviously
Questions to ask Allison
Tailored to Allison’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Allison
How do I contact Allison?
Call Strategic Advisers at (617) 563-7000 and ask for Allison Shumar. Allison works from the Mebane, NC office.
How long has Allison been a financial advisor?
Allison has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Allison hold?
Series 66. Tap any license on this page to see what it allows.
Is Allison a fiduciary?
Allison is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Allison paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Allison for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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