Schuler Wealth Planning LLC

Overview

Schuler Wealth Planning LLC is an independent, privately owned wealth advisory firm organized as an LLC that focuses on serving individual and family clients. The firm operates as a capital allocator and provides fee-based planning and portfolio services rather than transaction-driven brokerage. Its advisory services emphasize financial planning, discretionary portfolio management for individuals and small businesses, and the selection of outside advisers or managers. Compensation is structured around hourly and fixed fees. The firm does not characterize itself as an active ESG investor, does not operate as a multi-state adviser, and does not provide pension consultancy services.

Assets & Accounts

Public Holdings

Investments & Alternatives