# Lorie Scheibel

> Lorie Scheibel is a fee-only financial advisor at Scheibel Planning Solutions in Crownsville, Maryland. Lorie charges an ongoing planning fee (a $500,000 asset minimum) and focuses on retirement planning and tax planning.

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

## Facts

- **Firm:** Scheibel Planning Solutions
- **Based in:** Crownsville, Maryland
- **Fee model:** Ongoing planning fee
- **Fees (firm's website):** a $500,000 asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $35.7M across 159 accounts
- **Specialties:** Retirement planning, Tax planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 5600255 (https://adviserinfo.sec.gov/individual/summary/5600255)
- **SEC registration:** Investment adviser representative in MD, TX
- **Exams passed:** Series 63 (2008), Series 65 (2009)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://scheibelplanningsolutions.com/

## Frequently asked questions

### Is Lorie Scheibel a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Lorie holds no broker registration, and Scheibel Planning Solutions reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Lorie charge for financial advice?

Lorie charges an ongoing planning fee.

### How much does Lorie charge?

According to Scheibel Planning Solutions's website, checked October 30, 2026: a $500,000 asset minimum.

### Where is Lorie Scheibel based?

Lorie Scheibel is based in Crownsville, Maryland.

### What does Lorie specialize in?

Lorie's specialties include retirement planning and tax planning. Lorie works with retirees and pre-retirees.

### Is Lorie Scheibel registered with the SEC?

Yes. Lorie Scheibel is registered as an investment adviser representative in MD and TX (CRD 5600255), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Scheibel Planning Solutions manage?

Scheibel Planning Solutions reports $35.7M across 159 accounts in assets under management.

### How do I contact Lorie Scheibel?

Through Lorie's website, scheibelplanningsolutions.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5600255): 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://scheibelplanningsolutions.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.