# Leonard Skiena

> Leonard Skiena is a fee-only financial advisor at S. R. Schill & Associates in Mercer Island, Washington. Leonard focuses on retirement planning. S. R. Schill & Associates reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/leonard-skiena/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** S. R. Schill & Associates
- **Based in:** Mercer Island, Washington
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $143.1M across 607 accounts
- **Specialties:** Retirement planning
- **CRD:** 5086092 (https://adviserinfo.sec.gov/individual/summary/5086092)
- **SEC registration:** Investment adviser representative in CA, LA, TX, WA
- **Exams passed:** Series 65 (2006)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** http://www.srschill.com

## Frequently asked questions

### Is Leonard Skiena a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Leonard holds no broker registration, and S. R. Schill & Associates reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Leonard charge for financial advice?

Leonard's firm, S. R. Schill & Associates, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Leonard Skiena based?

Leonard Skiena is based in Mercer Island, Washington.

### What does Leonard specialize in?

Leonard's specialties include retirement planning.

### Is Leonard Skiena registered with the SEC?

Yes. Leonard Skiena is registered as an investment adviser representative in CA, LA, TX and WA (CRD 5086092), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does S. R. Schill & Associates manage?

S. R. Schill & Associates reports $143.1M across 607 accounts in assets under management.

### How do I contact Leonard Skiena?

Through Leonard's website, www.srschill.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5086092): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.srschill.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.