Dean Arthur Schuler
Advisor at Schuler Wealth Planning LLC — Powell, OH
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
12 years
Location
Powell, OH 43065
Schuler Wealth Planning LLC
Supported
Total advisors
3Clients per advisor
25 LowAvg AUM per client
$757,297 TypicalHNW client ratio
19% LowDean Schuler is a financial advisor with Schuler Wealth Planning LLC in Powell, OH, holding Series 63 and Series 65 registrations and bringing 12 years of industry experience. He previously worked at PDS Planning, Inc. for seven years before joining Schuler Wealth Planning in 2022. Outside of his advisory work, he serves as a wrestling coach at Shanahan Jr. High in Lewis Center, OH. Schuler Wealth Planning provides ongoing financial planning and asset management primarily for individual and high-net-worth clients, along with project-based planning and coaching engagements. The firm also offers limited-scope ERISA 3(21) fiduciary services for retirement plan sponsors and uses fixed, project, or hourly fee structures rather than asset-based fees.
Based on Schuler Wealth Planning LLC
Based on Schuler Wealth Planning LLC
Project-based financial planning fees range between $1,500 and $6,500
Under $500K - $500K: $0 additional per year $500K - $1M: $1,500 per year $1M - $3M: $3,500 per year $3M - $5M: $7,500 per year $5M - $10M: $12,500 per year $10M+: Negotiable
$400 per hour for financial coaching
Account minimum: $150,000 Minimum fee: Base annual fixed fees ranging from $4,000 to $6,500 based on client type plus additional fixed fees based on investable assets (e.g., $0 under $500K, up to $12,500 for $5M-$10M, and negotiable above $10M) Fee-only: Yes, fixed fees and hourly fees; no commissions
Powell, OH
3819 Attucks Drive
Powell OH 43065
Advisors at this office
3
Ohio · Texas
12 years of industry experience
Schuler Wealth Planning LLC
2022 - Present • 4 years
Powell, OH
Schuler Wealth Planning LLC
2022 - Present • 4 years
Powell, OH
PDS Planning, Inc.
2015 - 2022 • 7 years
Columbus, OH
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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