Schreiner Financial Solutions
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides fee-only, hourly financial planning and tax preparation services to individuals and small business clients. Services described in the brochure include business planning and employee-benefit optimization, retirement projections, estate planning (including provisions for guardianship of dependents and pets), cash‑flow and debt management, tax preparation by an Enrolled Agent, and portfolio analysis.
For investment advice the firm favors a passive, long‑term, buy‑and‑hold approach with asset allocation informed by Modern Portfolio Theory and a preference for low‑cost index funds and diversification. The adviser delivers recommendations and rebalancing guidance but does not implement trades, provide ongoing discretionary portfolio management, or custody client assets; clients are responsible for executing and maintaining recommended strategies.
Noteworthy aspects of the practice include the combination of fee‑only financial planning with in‑house tax preparation by an Enrolled Agent, a regular schedule of educational presentations and workshops for schools, libraries, and employee groups, and a focus on consulting for business owners. The firm operates on an hourly, advice‑only basis (rather than percentage‑of‑AUM fees), and maintains memberships in fee‑only professional networks (NAPFA and Garrett Planning Network) that support its stated fiduciary practices.
Client services
Expertise
Fee options
$250 per hour, billed in 6-minute increments
Fee-only: $250 per hour, billed in 6-minute increments
Main office
323 W. Heron Street, Suite 2
Aberdeen WA 98520
Advisors at this office
1
Most active in
California · Kansas · Washington
Also doing business as
Schreiner Financial Solutions · Schreiner, Susan, Antoinette · Susan Antoinette Schreiner · The Pet Planner
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
Quick links
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