A complete list of active advisors currently associated with Schuler Wealth Planning LLC

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

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.

To learn more about the advisors currently working at Schuler Wealth Planning 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.