# Spencer Schneider

> Spencer Schneider is a fee-only financial advisor at Schneider Wealth Management in Omaha, Nebraska. Spencer focuses on retirement planning. Schneider Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Schneider Wealth Management
- **Based in:** Omaha, Nebraska
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Fees (firm's website):** no asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $1.5M across 18 accounts
- **Specialties:** Retirement planning
- **Works with:** Early-career professionals, Pre-retirees, Retirees
- **CRD:** 8104230 (https://adviserinfo.sec.gov/individual/summary/8104230)
- **SEC registration:** Investment adviser representative in NE
- **Exams passed:** Series 65 (2025)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.schneiderwm.com/

## Frequently asked questions

### Is Spencer Schneider a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Spencer holds no broker registration, and Schneider Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Spencer charge for financial advice?

Spencer's firm, Schneider Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### How much does Spencer charge?

According to Schneider Wealth Management's website, checked October 30, 2026: no asset minimum.

### Where is Spencer Schneider based?

Spencer Schneider is based in Omaha, Nebraska.

### What does Spencer specialize in?

Spencer's specialties include retirement planning. Spencer works with early-career professionals, pre-retirees and retirees.

### Is Spencer Schneider registered with the SEC?

Yes. Spencer Schneider is registered as an investment adviser representative in NE (CRD 8104230), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Schneider Wealth Management manage?

Schneider Wealth Management reports $1.5M across 18 accounts in assets under management.

### How do I contact Spencer Schneider?

Through Spencer's website, www.schneiderwm.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8104230): 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://www.schneiderwm.com/): specialties, clients served, and fees, checked October 30, 2026

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