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- Custodian
- Charles Schwab & Company ยท Lincoln Financial
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-29-2023
- Office Locations
- 1
Office Locations
About Smarter AND Wise
Scheibel Planning Solutions (d/b/a Smarter and Wise) provides integrative, long-term retirement planning for women and couples, combining investment planning with retirement income, tax, Social Security/Medicare, insurance, and estate/charitable coordination, plus support for business owners. Registered as an investment adviser in Maryland and Texas, with a client planning/vault portal for ongoing engagement.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
LORIE ANN SCHEIBEL
Chief Compliance Officer, Financial Advisor, Managing Member, Partner
- CRD
- #5600255
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $35,713,032 | -- |
| Non-Discretionary | $0 | -- |
| Total | $35,713,032 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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