Schneider Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$149,849,605
Clients
37
86% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
37
HighAverage account size
$4,049,989
About
Schneider Wealth Management is an independent SEC‑registered advisory practice serving individuals, families, high‑net‑worth clients, trusts, estates and retirement accounts. The firm provides discretionary investment management, comprehensive financial planning and limited financial consulting, including advice on employer equity compensation and retirement‑plan holdings.
The firm implements strategic, diversified asset allocations across individual equities, ETFs, mutual funds and fixed income, using a series of ten model portfolios as a foundation that are customized for each client’s risk tolerance, tax situation, liquidity needs and legacy holdings. Its investment process draws on fundamental, technical and cyclical analysis and explicitly evaluates whether to retain or transition legacy positions with embedded capital gains in light of tax consequences.
Schneider Wealth Management manages a relatively small roster of clients (37) with about $150 million in discretionary assets, resulting in concentrated, high‑assets‑per‑client relationships and individualized portfolio management. Operationally it uses third‑party technology (Pontera) to view and, where permitted, implement or rebalance held‑away employer retirement accounts, generally does not aggregate trades across clients, and forwards proxy solicitations to clients rather than voting them on their behalf.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Equity Recipients (RS/RSU, SOP, ESPP)
Retirement plans for business owners (SEP, solo 401k)
Charitable giving & philanthropy
Cash flow / budgeting
Occupation focus
Founder/Business Owner
Executive
Fee options
Fixed fees for financial planning and consultations range from $12,000 to $18,000 or more depending on complexity
$0 - $1,000,000: 1.00% annually $1,000,000 - $3,000,000: 0.85% annually $3,000,000 - $5,000,000: 0.70% annually $5,000,000 - $10,000,000: 0.55% annually $10,000,000 - $25,000,000: 0.45% annually $25,000,000+: 0.35% annually
Hourly fee basis available for financial planning services (specific rate not stated)
Account minimum: $1,000,000 Minimum fee: Minimum quarterly investment management fee per client relationship (specific amount not stated)
Main office location
Schneider Wealth Management
Austin TX, United States
Number of offices
1
Most active in
Schneider Wealth Management has reported serving >5 clients in these states in the last 12 months.
California · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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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.
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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.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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