Land O Lakes, FL Office
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Schwab Wealth Advisory
Enterprise
Firm-wide stats for Schwab Wealth Advisory
About
Schwab Wealth Advisory, Inc. serves clients enrolled in the Schwab Wealth Advisory (SWA) program and certain CS&Co.-referred clients, providing non‑discretionary fiduciary investment advice, financial planning, and point‑in‑time wealth management consultations. Its services include guidance on asset allocation and investment selection — including mutual funds, ETFs, SMAs, and alternative investments — while trades are executed only with client authorization.
The firm’s advice is driven by Charles Schwab & Co.’s standard asset‑allocation models and internal research tools (including Schwab Equity Ratings®), with at‑least‑annual reviews and recommendations tailored to each client’s stated goals and risk tolerance. SWAI does not exercise discretionary trading authority, does not monitor accounts continuously between reviews, and typically recommends separately managed accounts that are managed and traded by third‑party or affiliated money managers.
Noteworthy aspects of SWAI’s structure include that it is compensated by Charles Schwab & Co. rather than billing clients directly, and that it is affiliated with a registered futures merchant (Charles Schwab Futures and Forex LLC), an affiliation that is uncommon among large advisory firms. Its large scale — including over $218 billion enrolled in the SWA Program as disclosed — combined with dual‑registered SWAI Associates, frequent use of affiliated funds and platform arrangements, and formal compliance measures (including annual independent audits and supervisory programs) creates distinct conflict‑of‑interest considerations and operational practices compared with many peers.
Based on Schwab Wealth Advisory
Expertise
Based on Schwab Wealth Advisory
Location
Land O Lakes FL
Advisors at this office
2
Advisors at this office
Steven M
CFP®, Series 63, Series 66
Land O Lakes, FL
Schwab Wealth Advisory
Steven Marcano is a CFP® professional with 19 years of industry experience. He has worked at T. Rowe Price Investment Services, Inc. for 18 years before joining Schwab Wealth Advisory in 2025. He holds the Series 63 and Series 66 licenses and is based in Land O Lakes, Florida. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program or referred by Charles Schwab & Co. The firm uses standardized asset-allocation models and internal research tools to offer guidance tailored to clients’ goals and risk tolerance, while trade execution requires client authorization.
George H
CFP®, ChFC®, Series 63, Series 65
Lano O Lakes, FL
Schwab Wealth Advisory
George Holecsko is a CFP® and ChFC® with 18 years of industry experience. He currently works at Schwab Wealth Advisory Inc and has held various roles within Charles Schwab entities and USAA financial planning services. His career also includes a lengthy tenure at Dominos. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program. The firm’s approach uses Charles Schwab’s asset-allocation models and internal research tools, delivering tailored investment recommendations without exercising discretionary trading authority.
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