Scott Schill
S. R. Schill & Associates · Mercer Island, Washington
Scott Schill is a fee-only financial advisor at S. R. Schill & Associates in Mercer Island, Washington. Scott focuses on retirement planning. S. R. Schill & Associates reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | S. R. Schill & Associates |
|---|---|
| Based in | Mercer Island, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $143.1M across 607 accounts |
| SEC registration | Investment adviser representative in WA · CRD 3210626 |
| Exams passed | Series 65 (2022) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.srschill.com |
| Profile |
How Scott's firm compares
- S. R. Schill & Associates's average account is about $236,000, from its Form ADV (assets managed divided by 607 accounts).
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Questions about Scott
Is Scott Schill a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Scott holds no broker registration, and S. R. Schill & Associates reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Scott charge for financial advice?
Scott's firm, S. R. Schill & Associates, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Scott Schill based?
Scott Schill is based in Mercer Island, Washington.
What does Scott specialize in?
Scott's specialties include retirement planning.
Is Scott Schill registered with the SEC?
Yes. Scott Schill is registered as an investment adviser representative in WA (CRD 3210626), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does S. R. Schill & Associates manage?
S. R. Schill & Associates reports $143.1M across 607 accounts in assets under management.
How do I contact Scott Schill?
Through Scott's website, www.srschill.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
- S. R. Schill & Associates 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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