Francis Schuler
DWD Portfolio Solutions · Pittsburgh, Pennsylvania
Francis Schuler is a fee-only financial advisor at DWD Portfolio Solutions in Pittsburgh, Pennsylvania, who holds the CFP credential. DWD Portfolio Solutions reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | DWD Portfolio Solutions |
|---|---|
| Based in | Pittsburgh, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $248.3M across 779 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA · CRD 1458851 |
| Exams passed | Series 63 (1987) · Series 65 (1996) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.dwdportfolios.com |
How Francis's firm compares
- DWD Portfolio Solutions's average account is about $319,000, from its Form ADV (assets managed divided by 779 accounts).
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Questions about Francis
Is Francis Schuler a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Francis holds no broker registration, and DWD Portfolio Solutions reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Francis charge for financial advice?
Francis's firm, DWD Portfolio Solutions, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Francis Schuler based?
Francis Schuler is based in Pittsburgh, Pennsylvania.
What credentials does Francis Schuler hold?
Francis Schuler holds the CFP credential.
Is Francis Schuler registered with the SEC?
Yes. Francis Schuler is registered as an investment adviser representative in PA (CRD 1458851), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does DWD Portfolio Solutions manage?
DWD Portfolio Solutions reports $248.3M across 779 accounts in assets under management.
How do I contact Francis Schuler?
Through Francis's website, www.dwdportfolios.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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