Williams and Schiller Wealth Management, LLC

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Client assets under management

$106,056,579

Clients

38% high-net-worth

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Typical

Average account size

$1,152,789

About

Williams and Schiller Wealth Management, LLC provides fee-only investment advisory and financial planning services to individuals (including high-net-worth and younger clients through an “Ascend” program), business owners, retirement plans, and nonprofit entities. Its service menu includes wealth advisory, investment management, financial consulting, employee benefit plan advisory, and specialized offerings such as commission-free annuities and real estate trust/partnership investments.

The firm’s investment approach is asset-allocation driven and grounded in Modern Portfolio Theory, typically using diversified, passively managed mutual funds and ETFs (including Dimensional Fund Advisors products) alongside conservative fixed-income or annuity solutions. The brochure also discloses that WSWM may employ derivatives—specifically options and options-based ETFs—in separately managed accounts to limit downside risk in certain market environments, a practice that is uncommon among peer firms.

Distinctive features noted in the brochure include an affiliation with an accounting firm that provides tax, accounting, and valuation services under separate engagements, allowing coordinated tax and planning work across the two practices. The firm also recently exceeded $100 million in regulatory assets and applied to transition to SEC registration, a regulatory milestone highlighted in its disclosures.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Retirement income strategy Business succession planning Annuities Long-term care insurance Concentrated stock management

Occupation focus

Founder/Business Owner Executive

Demographic focus

Young Professionals Mid-Career Professionals Approaching retirement Retired

Fee options

Fixed

Fixed financial planning fees ranging from $1,000 to $10,000 and up, depending on complexity

Percentage

$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.75% annually $2,000,001 - $3,000,000: 0.50% annually $3,000,001+: 0.25% annually

Project-based

$250 to $350 per hour for financial planning services

Subscriptions

Ascend Services monthly planning fee ranging from $45 to $75 per month based on assets under management

Other

Account minimum: $500,000 Fee-only: Investment management fees, financial planning fees charged on hourly or fixed-fee basis, and commission-free annuity services.

Main office location

Williams and Schiller Wealth Management, LLC

708 Superior Street

Sandpoint ID 83864, United States

Number of offices

Most active in

Idaho · Minnesota · Montana · North Dakota

Disclosures

Business activities & affiliations

Is active or affiliated with:

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 208-265-5959

Advisors at this firm

Mark S

CFP®, Series 63, Series 66

Fargo, ND

Williams and Schiller Wealth Management, LLC

Mark Schiller is a CFP® with 18 years of industry experience and serves as a principal at Williams and Schiller Wealth Management, LLC. He has been with the firm since 2007 and is also a Certified Public Accountant at Williams & Schiller, P.C. CPAs. Williams and Schiller Wealth Management provides investment management and comprehensive financial planning services to individuals, business owners, and select institutional clients. The firm employs a long-term, asset-class focused investment approach grounded in Modern Portfolio Theory and integrates accounting and tax expertise through its affiliated CPA firm.

Retirement income strategy Business succession planning Annuities Long-term care insurance Concentrated stock management Founder/Business Owner Executive Young Professionals Mid-Career Professionals Approaching retirement Retired

Brad W

PFS™, Series 65

Sandpoint, ID

Williams and Schiller Wealth Management, LLC

Brad Williams is a financial advisor with Williams and Schiller Wealth Management, LLC, holding the PFS™ designation and Series 65 license, with 18 years of industry experience. He is also a Certified Public Accountant and a principal at Williams & Parsons, P.C. CPAs, where he has worked for over 30 years. Williams and Schiller Wealth Management provides investment management and comprehensive financial planning to individuals, business owners, qualified retirement plans, and select institutional or nonprofit accounts. Their investment approach is long-term and asset-class focused, utilizing diversified portfolios often implemented with no-load mutual funds, ETFs, and tax-aware strategies, supported by integrated accounting and tax services through their affiliated CPA firm.

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