Schuler Wealth Planning LLC
Schuler Wealth Planning LLC (CRD# 318249) is a financial advisory firm headquartered in , . They manage $17,370,487 in 195 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management17MILLION
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Total Number of Accounts195ACCOUNTS
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Average Account Value$89,079
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
OH, TX
Dean Schuler (CRD# 5506232) is an Investment Advisor Representative in Columbus, OH and has over 8 years of experience in the finance industry. Dean Schuler has taken additional exams to become aCertified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.