Schneider Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Schneider Wealth Management LLC provides discretionary portfolio management and comprehensive financial planning to individuals, high‑net‑worth clients, trusts and estates. The firm offers ongoing asset management, may engage third‑party sub‑advisors to manage all or portions of client portfolios, and delivers a written financial planning program covering topics such as tax considerations, retirement, business planning, education funding and estate preservation.
Investment programs are tailored using client‑provided profiles that document goals, time horizons and risk tolerance, and the firm employs analysis methods including fundamental, cyclical, technical approaches and modern portfolio theory when constructing portfolios. Management is discretionary with quarterly account reviews, periodic reporting from custodians, and the ability for clients to impose written investment restrictions; the firm also aggregates trades across client accounts when appropriate.
Noteworthy for a recently formed adviser reporting no assets under management, the firm combines individual portfolio management with comprehensive planning offered on a negotiable fixed annual‑fee basis and an explicit practice of selecting and overseeing sub‑advisors to implement model strategies. The principal maintains an insurance license and discloses separate insurance compensation, and the firm does not sponsor wrap fee programs or serve as a private fund adviser.
Client services
Expertise
Demographic focus
Fee options
Fixed annual fee ranging from $1,000 to $15,000 for comprehensive financial planning services
1.50% annually
Main office
Omaha NE
Advisors at this office
1
Most active in
Nebraska
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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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.
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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.
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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.
Forms ADV
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