Brian Flanagan
Schuler Wealth Planning · Powell, Ohio
Brian Flanagan is a fee-only financial advisor at Schuler Wealth Planning in Powell, Ohio. Schuler Wealth Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Schuler Wealth Planning |
|---|---|
| Based in | Powell, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $56.0M across 351 accounts |
| SEC registration | Investment adviser representative in OH, TX · CRD 4107929 |
| Exams passed | Series 63 (2010) · Series 65 (2026) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.schulerwealthplanning.com |
How Brian's firm compares
- Schuler Wealth Planning's average account is about $160,000, from its Form ADV (assets managed divided by 351 accounts).
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Questions about Brian
Is Brian Flanagan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Schuler Wealth Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brian charge for financial advice?
Brian's firm, Schuler Wealth Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Brian Flanagan based?
Brian Flanagan is based in Powell, Ohio.
Is Brian Flanagan registered with the SEC?
Yes. Brian Flanagan is registered as an investment adviser representative in OH and TX (CRD 4107929), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Schuler Wealth Planning manage?
Schuler Wealth Planning reports $56.0M across 351 accounts in assets under management.
How do I contact Brian Flanagan?
Through Brian's website, www.schulerwealthplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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