SCHULER WEALTH PLANNING LLC

Overview

Schuler Wealth Planning LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on financial planning and portfolio management for individuals and small businesses, and it provides adviser selection services when delegating portions of client portfolios to third-party managers. Fee arrangements are non-asset-based, with a mix of hourly charges and fixed fees. The firm acts as a capital allocator: its advisory work centers on assembling diversified portfolios using external managers and pooled public vehicles rather than concentrating on direct-stock active trading or institutional-only strategies. The ADV highlights a strong reliance on public funds and mutual funds as the core building blocks of client portfolios and notes that the firm does not position itself as an ESG-focused manager.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices