Richard Schiller
Pavlic Investment Advisors · Delafield, Wisconsin
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.
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Specialties
Facts
| Firm | Pavlic Investment Advisors |
|---|---|
| Based in | Delafield, Wisconsin |
| Fee model | Percentage of assets |
| Assets under management | $108.8M across 195 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in TX, WI · CRD 6478044 |
| Exams passed | Series 63 (2015) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.pavlic.com |
| Profile |
How Richard's firm compares
- Pavlic Investment Advisors's average account is about $558,000, from its Form ADV (assets managed divided by 195 accounts).
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Questions about Richard
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.
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
- Pavlic Investment Advisors 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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