Scheeler Financial Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Scheeler Financial Group provides discretionary portfolio management and standalone financial planning to individuals, high-net-worth individuals, and business entities. The firm documents each client’s situation in an Investment Policy Statement and offers advice on investments, retirement, insurance, tax, college and debt/credit planning.
SFG’s investment process uses a mix of analysis techniques — including charting, cyclical, fundamental, quantitative methods and modern portfolio theory — to guide asset allocation and security selection. Accounts managed by the firm are typically discretionary and may employ long- and short-term trading, margin and options strategies, ETFs, fixed income, annuities and an actively managed “StratTac” strategy.
Compared with other firms that report no active SEC-registered advisors, SFG is unusual in offering standalone, fixed-fee financial planning and in having supervised persons who are licensed insurance agents and may receive commissions for insurance sales; the brochure discloses and addresses this conflict. The firm does not participate in wrap fee programs, does not act as a private fund adviser, and relies on custodial relationships (Schwab Institutional) for execution and fee processing.
Client services
Expertise
Occupation focus
Fee options
Financial Planning fixed fees range from $5,000 to $15,000.
<$1,000,000 - $1,000,000: 1.65% $1,000,001 - $2,500,000: 1.30% $2,500,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.75% $10,000,001 - $20,000,000: 0.65% $20,000,001+: 0.55%
Account minimum: $1,000,000 (may be waived at firm's discretion)
Main office
9078 Union Centre Blvd, Suite 202
West Chester OH 45069
Advisors at this office
2
Most active in
Florida · Kentucky · Ohio · Texas
Also doing business as
Scheeler Financial Group · Scheeler Financial LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
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.
Quick links
Advisors at this firm
Frederick S
Verified by Warmer
CFP®, ChFC®, Series 63, Series 66
West Chester, OH
Scheeler Financial Group
Frederick Scheeler is a CFP® and ChFC® with 22 years of experience in financial services. He is the principal of Scheeler Financial Group in West Chester, OH, and has worked at Northwestern Mutual and Private Advisor Group, LLC. His career includes roles in wealth management and investment services spanning over two decades. Scheeler Financial Group provides discretionary portfolio management and standalone financial planning to individuals, high-net-worth clients, and business entities. The firm employs a range of analytical approaches for asset allocation and security selection, managing accounts with strategies including long- and short-term trading, margin, options, ETFs, and fixed income.
Ellen S
Series 65
West Chester, OH
Scheeler Financial Group
Ellen Scheeler is a financial advisor at Scheeler Financial Group with over 14 years of experience in the industry. She holds the Series 65 designation and has previously worked with Private Advisor Group, LPL Financial, and Northwestern Mutual Investment Services. Outside of her advisory role, she is licensed to sell insurance products, which she offers separately from her investment services. Scheeler Financial Group provides discretionary portfolio management and standalone financial planning to individuals, high-net-worth clients, and business entities. The firm employs a range of analytical techniques to guide investment decisions and typically manages accounts on a discretionary basis using diverse strategies including long- and short-term trading, margin, options, and actively managed approaches.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)