A complete list of active advisors currently associated with Schneider Wealth Management LLC

Warmer can help you find a great advisor at Schneider Wealth Management LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Schneider Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Spencer Schneider	Omaha, NE	1

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