Mark Schiller
WS Wealth Management · Fargo, North Dakota
Mark Schiller is a fee-only financial advisor at WS Wealth Management in Fargo, North Dakota, who holds the CFP credential. Mark focuses on small business owners, founders (pre-exit) and estate & legacy planning. WS Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Retirees
- Pre-retirees
- Multi-generational families
Facts
| Firm | WS Wealth Management |
|---|---|
| Based in | Fargo, North Dakota |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $120.7M across 271 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in ID, MN, ND · CRD 4708073 |
| Exams passed | Series 63 (2003) · Series 66 (2007) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.wswealthmanagementllc.com |
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Questions about Mark
Is Mark Schiller a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and WS Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mark charge for financial advice?
Mark's firm, WS Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Mark Schiller based?
Mark Schiller is based in Fargo, North Dakota.
What does Mark specialize in?
Mark's specialties include small business owners, founders (pre-exit), estate & legacy planning, tax planning, retirement planning and family wealth transfer. Mark works with founders, retirees, pre-retirees and multi-generational families.
What credentials does Mark Schiller hold?
Mark Schiller holds the CFP credential.
Is Mark Schiller registered with the SEC?
Yes. Mark Schiller is registered as an investment adviser representative in ID, MN and ND (CRD 4708073), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does WS Wealth Management manage?
WS Wealth Management reports $120.7M across 271 accounts in assets under management.
How do I contact Mark Schiller?
Through Mark's website, www.wswealthmanagementllc.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
- WS Wealth Management 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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