Mary Atkinson
Schrum Private Wealth Management · St. Augustine, Florida
Mary Atkinson is a fee-only financial advisor at Schrum Private Wealth Management in St. Augustine, Florida. Mary focuses on retirement planning and estate & legacy planning. Schrum Private Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Schrum Private Wealth Management |
|---|---|
| Based in | St. Augustine, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Fees (firm's website) | Typically works with clients with $500,000 or more |
| Accepting new clients | Yes |
| Assets under management | $185.9M across 355 accounts |
| SEC registration | Investment adviser representative in FL · CRD 4387763 |
| Exams passed | Series 63 (2004) · Series 65 (2006) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.schrumpw.com |
How Mary's firm compares
- Schrum Private Wealth Management's average account is about $524,000, from its Form ADV (assets managed divided by 355 accounts).
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Questions about Mary
Is Mary Atkinson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mary holds no broker registration, and Schrum Private Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mary charge for financial advice?
Mary's firm, Schrum Private Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
How much does Mary charge?
According to Schrum Private Wealth Management's website, checked October 30, 2026: typically works with clients with $500,000 or more.
Where is Mary Atkinson based?
Mary Atkinson is based in St. Augustine, Florida.
What does Mary specialize in?
Mary's specialties include retirement planning and estate & legacy planning. Mary works with retirees and pre-retirees.
Is Mary Atkinson registered with the SEC?
Yes. Mary Atkinson is registered as an investment adviser representative in FL (CRD 4387763), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Schrum Private Wealth Management manage?
Schrum Private Wealth Management reports $185.9M across 355 accounts in assets under management.
How do I contact Mary Atkinson?
Through Mary's website, www.schrumpw.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
- Schrum Private 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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