Schwab Wealth Advisory, Inc.

Overview

Schwab Wealth Advisory, Inc. is a corporate-structured registered investment adviser that began SEC registration in 2011. The firm provides financial planning and portfolio management for individuals, small businesses, and institutions, and reports active consideration of ESG factors in its investment approach. It appears integrated with other financial services activities: filings indicate roles across broker-dealer, trust, insurance, banking/thrift, commodity/futures sponsor or manager, and pension consulting lines, and the adviser is identified as related to other advisory entities. The firm reports a fee structure outside of the standard hourly/percentage categories and is not flagged as a capital allocator. Its advisory offering emphasizes non-discretionary management and planning services rather than sole discretionary portfolio mandates.

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