Schreiner Financial Solutions
Aberdeen, Washington
Fee-only
Schreiner Financial Solutions at a glance
- One of 298 fee-only firms based in Washington in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 10 individual clients.
Fee-only advisors in Washington · What fee-only advisors charge in Washington
Facts
| Based in | Aberdeen, Washington |
|---|---|
| [email protected] | |
| Phone | (564) 544-2345 |
Questions about Schreiner Financial Solutions
How is Schreiner Financial Solutions paid?
Schreiner Financial Solutions's Form ADV says it is paid by: hourly.
How many advisors does Schreiner Financial Solutions have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Schreiner Financial Solutions.
Schreiner Financial Solutions fees
Schreiner Financial Solutions doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Hourly |
|---|---|
| Individual clients | 10 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | June 19, 2026 |
| SEC record | CRD 322497 |
Advisors at this firm (1)
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