Schuler Wealth Planning LLC

Schuler Wealth Planning LLC at a glance

• One of 337 fee-only firms based in Ohio in the Wellspent graph.
• 3 advisors are listed here; 2 of 3 hold the CFP.
• Its Form ADV reports 3 employees and 74 individual clients, 14 of them high net worth.
• Its average account is about $160,000 (assets it manages divided by its 351 accounts).
• Its website says it's taking new clients.
• It works with clients virtually as well as in person.

Fee-only advisors in Ohio · What fee-only advisors charge in Ohio

Facts

Schuler Wealth Planning LLC fees

Schuler Wealth Planning LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: flat fee, ongoing planning fee, one-time plans or projects. 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

Advisors at this firm (3)

• Brian Flanagan

• Dean Schuler

  CFP

• Derrick Schuler

  CFP