CRD: 318249
Schuler Wealth Planning LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-22-2022
- Office Locations
- 1
Office Locations
About Schuler Wealth Planning LLC
Schuler Wealth Planning is an Ohio-based, fiduciary wealth planning firm focused on helping clients build and preserve wealth through retirement. Services include customized ongoing or project-based planning, proactive tax planning coordinated with a client’s CPA, estate and inheritance planning coordination with an attorney, and investment management (portfolio construction, rebalancing, and ongoing monitoring). Offers one-time project engagements for investors who want to keep control of implementation; uses Altruist custody.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DEAN ARTHUR SCHULER
Chief Compliance Officer, Founder, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member, Wealth Planner
- CRD
- #5506232
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
BRIAN DAVERN FLANAGAN
--
- CRD
- #4107929
DERRICK RICHARD SCHULER
--
- CRD
- #4369441
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $43,700,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $43,700,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
Continue browsing