Spencer Schneider
Schneider Wealth Management · Omaha, Nebraska
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.
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Specialties
Who they serve
- Early-career professionals
- Pre-retirees
- Retirees
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 |
| Assets under management | $1.5M across 18 accounts |
| SEC registration | Investment adviser representative in NE · CRD 8104230 |
| Exams passed | Series 65 (2025) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.schneiderwm.com |
| Profile |
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Questions about Spencer
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.
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
- Schneider 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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