Lorie Scheibel
Scheibel Planning Solutions · Crownsville, Maryland
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
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 |
| Assets under management | $35.7M across 159 accounts |
| SEC registration | Investment adviser representative in MD, TX · CRD 5600255 |
| Exams passed | Series 63 (2008) · Series 65 (2009) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | scheibelplanningsolutions.com |
| Profile |
How Lorie's firm compares
- Scheibel Planning Solutions's average account is about $225,000, from its Form ADV (assets managed divided by 159 accounts).
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Questions about Lorie
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.
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
- Scheibel Planning Solutions website : specialties, clients served, and fees, checked October 30, 2026
- 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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