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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    195
    ACCOUNTS
  • Average Account Value
    $89,079
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OH, TX

Financial Advisors at Schuler Wealth Planning LLC
Showing 1 - 1 of 1 top financial advisors.
1
Dean A. Schuler
CRD#: 5506232
Lewis Center, OH

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.

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