Schuler Wealth Planning LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Schuler Wealth Planning provides ongoing financial planning and asset management primarily for individual and high‑net‑worth clients, and also offers project‑based planning and coaching engagements. The firm extends its advisory services to retirement plans as a limited‑scope ERISA 3(21) fiduciary for plan sponsors.
Schuler delivers both discretionary and non‑discretionary portfolio management, constructs client investment programs around stated goals and risk tolerances, and conducts periodic account reviews alongside ongoing financial planning tasks such as tax projections, beneficiary reviews, and retirement distribution planning. The firm uses a preferred custodian’s model marketplace to implement portfolios and offers direct client access for questions and annual proactive reviews.
Distinctive for its peer group, Schuler does not charge advisory fees as a percentage of assets and instead relies on fixed, project, or hourly billing arrangements, while any third‑party model or platform fees from its custodian are passed through to clients. For a firm of its size, it has added ERISA 3(21) plan services and subscribes to third‑party model portfolios through its preferred custodian, remaining responsible for suitability decisions.
Client services
Expertise
Occupation focus
Fee options
Project-based financial planning fees range between $1,500 and $6,500
Under $500K - $500K: $0 additional per year $500K - $1M: $1,500 per year $1M - $3M: $3,500 per year $3M - $5M: $7,500 per year $5M - $10M: $12,500 per year $10M+: Negotiable
$400 per hour for financial coaching
Account minimum: $150,000 Minimum fee: Base annual fixed fees ranging from $4,000 to $6,500 based on client type plus additional fixed fees based on investable assets (e.g., $0 under $500K, up to $12,500 for $5M-$10M, and negotiable above $10M) Fee-only: Yes, fixed fees and hourly fees; no commissions
Main office
3819 Attucks Drive
Powell OH 43065
Advisors at this office
3
Most active in
Ohio · Texas
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
Advisors at this firm
Derrick S
CFP®, Series 65, Series 66
Powell, OH
Schuler Wealth Planning LLC
Derrick Schuler is a CFP® professional at Schuler Wealth Planning LLC with three years of industry experience. Prior to founding his firm, he worked for 12 years at the Office of the Comptroller of the Currency. Schuler Wealth Planning provides ongoing financial planning and asset management primarily for individual and high-net-worth clients, as well as project-based planning and coaching engagements. The firm also serves retirement plan sponsors as a limited-scope ERISA 3(21) fiduciary and employs a fee structure based on fixed, project, or hourly billing rather than a percentage of assets.
Brian F
Series 65, Series 63
Powell, OH
Schuler Wealth Planning LLC
Brian Flanagan is a financial advisor at Schuler Wealth Planning LLC with 18 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Vision 4 Fund Distributors, WisdomTree Asset Management, Foreside Fund Services, and Triad Advisors. Schuler Wealth Planning provides ongoing financial planning and asset management primarily for individual and high-net-worth clients, as well as project-based planning and coaching. The firm also serves retirement plan sponsors as a limited-scope ERISA 3(21) fiduciary, offering both discretionary and non-discretionary portfolio management tailored to client goals and risk tolerances.
Dean S
Series 63, Series 65
Powell, OH
Schuler Wealth Planning LLC
Dean Schuler is a financial advisor with Schuler Wealth Planning LLC in Powell, OH, holding Series 63 and Series 65 registrations and bringing 12 years of industry experience. He previously worked at PDS Planning, Inc. for seven years before joining Schuler Wealth Planning in 2022. Outside of his advisory work, he serves as a wrestling coach at Shanahan Jr. High in Lewis Center, OH. Schuler Wealth Planning provides ongoing financial planning and asset management primarily for individual and high-net-worth clients, along with project-based planning and coaching engagements. The firm also offers limited-scope ERISA 3(21) fiduciary services for retirement plan sponsors and uses fixed, project, or hourly fee structures rather than asset-based fees.
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