# Richard Schiller

> Richard Schiller is a fee-only financial advisor at Pavlic Investment Advisors in Delafield, Wisconsin, who holds the CFA credential. Richard charges a percentage of assets and focuses on retirement planning, tax planning and estate & legacy planning.

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

## Facts

- **Firm:** Pavlic Investment Advisors
- **Based in:** Delafield, Wisconsin
- **Fee model:** Percentage of assets
- **Assets under management (firm):** $108.8M across 195 accounts
- **Credentials:** CFA
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **CRD:** 6478044 (https://adviserinfo.sec.gov/individual/summary/6478044)
- **SEC registration:** Investment adviser representative in TX, WI
- **Exams passed:** Series 63 (2015)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.pavlic.com

## Frequently asked questions

### Is Richard Schiller a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Richard holds no broker registration, and Pavlic Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Richard charge for financial advice?

Richard charges a percentage of assets.

### Where is Richard Schiller based?

Richard Schiller is based in Delafield, Wisconsin.

### What does Richard specialize in?

Richard's specialties include retirement planning, tax planning and estate & legacy planning.

### What credentials does Richard Schiller hold?

Richard Schiller holds the CFA credential.

### Is Richard Schiller registered with the SEC?

Yes. Richard Schiller is registered as an investment adviser representative in TX and WI (CRD 6478044), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Pavlic Investment Advisors manage?

Pavlic Investment Advisors reports $108.8M across 195 accounts in assets under management.

### How do I contact Richard Schiller?

Through Richard's website, www.pavlic.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6478044): 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://pavlic.com/): specialties, clients served, and fees, checked October 30, 2026

---

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