Westlake, TX Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Westlake TX
Advisors at this office
3
Advisors at this office
Devin N
CFP®, Series 66
Westlake, TX
Schwab Wealth Advisory
Devin Narvaez is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His prior roles include positions at Charles Schwab and Firstmark Credit Union. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm’s investment approach is based on Charles Schwab & Co.’s asset-allocation models and internal research, offering tailored recommendations without exercising discretionary trading authority.
Timothy S
Series 63, Series 66
Westlake, TX
Schwab Wealth Advisory
Timothy Schuler is a financial advisor at Schwab Wealth Advisory with 35 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Charles Schwab, TD Ameritrade, and Scottrade. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab & Co.’s asset-allocation models and research tools. The firm’s services emphasize client authorization for trades and tailored recommendations based on individual goals and risk tolerance.
Jeffrey J
Series 63, Series 66
Westlake, TX
Schwab Wealth Advisory
Jeffrey Jensen is a financial advisor with Schwab Wealth Advisory, Inc. He holds Series 63 and Series 66 licenses and has 22 years of industry experience. Prior to his current role, he worked at TD Ameritrade, Charles Schwab Bank, Charles Schwab & Co., and Edward Jones. Outside of his advisory work, he serves as a board member and president for a local Kiwanis Club, a volunteer organization. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Schwab & Co.-referred clients. The firm’s guidance is based on Schwab’s asset-allocation models and research tools, with annual reviews tailored to client goals and risk tolerance.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)