Dean Schuler
Schuler Wealth Planning LLC · Columbus, Ohio
Dean Schuler is a fee-only financial advisor at Schuler Wealth Planning LLC in Columbus, Ohio, who holds the CFP credential. Dean charges a flat fee or retainer, an ongoing planning fee and a one-time planning fee and focuses on retirement planning, tax planning and pension planning.
Request an introduction to Dean →
Specialties
Who they serve
- Pre-retirees
- Retirees
Facts
| Firm | Schuler Wealth Planning LLC |
|---|---|
| Based in | Columbus, Ohio |
| Fee model | Flat fee or retainer · Ongoing planning fee · One-time planning fee |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $56.0M across 351 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH, TX · CRD 5506232 |
| Exams passed | Series 63 (2008) · Series 65 (2015) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | schulerwealthplanning.com |
How Dean's firm compares
- Schuler Wealth Planning LLC's average account is about $160,000, from its Form ADV (assets managed divided by 351 accounts).
Request an introduction to Dean
Tell Dean a little about what you're looking for. Dean isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Dean
Is Dean Schuler a fee-only financial advisor?
Yes. Dean Schuler is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Dean's firm.
How does Dean charge for financial advice?
Dean charges a flat fee or retainer, an ongoing planning fee and a one-time planning fee.
Does Dean work with clients virtually?
Yes. Schuler Wealth Planning LLC says on its website that it works with clients remotely.
Where is Dean Schuler based?
Dean Schuler is based in Columbus, Ohio.
What does Dean specialize in?
Dean's specialties include retirement planning, tax planning, pension planning, estate & legacy planning, small business owners and flat-fee planning. Dean works with pre-retirees and retirees.
What credentials does Dean Schuler hold?
Dean Schuler holds the CFP credential.
Is Dean Schuler registered with the SEC?
Yes. Dean Schuler is registered as an investment adviser representative in OH and TX (CRD 5506232), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Schuler Wealth Planning LLC manage?
Schuler Wealth Planning LLC reports $56.0M across 351 accounts in assets under management.
How do I contact Dean Schuler?
Through Dean's website, schulerwealthplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Schuler Wealth Planning LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.