Advisor at Schuler Wealth Planning LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Columbus, OH 43240
Credentials
CFP®, Series 65, Series 66
Industry experience
2 years
Derrick Schuler is a CFP® with two years of industry experience, currently serving as an advisor at Schuler Wealth Planning LLC in Columbus, OH. Prior to joining his current firm, he worked for the Office of the Comptroller of the Currency for 12 years. Schuler Wealth Planning serves individual and high-net-worth clients by providing financial planning, investment management, and financial coaching. The firm customizes portfolios based on client objectives and risk tolerance, employing fundamental analysis and offering both discretionary and non-discretionary account management.
Based on Schuler Wealth Planning LLC
Project based financial planning fees range from $1,500 to $6,500 based on complexity
Under $500,000 - $500,000: $0 additional fee $500,000 - $1,000,000: $1,500/year additional fee $1,000,000 - $3,000,000: $3,500/year additional fee $3,000,000 - $5,000,000: $7,500/year additional fee $5,000,000 - $10,000,000: $12,500/year additional fee $10,000,000+: Negotiable
Financial coaching charged at $400 per hour
Account minimum: $150,000 Minimum fee: Base fees ranging from $4,000 to $6,500 depending on client type; additional fees based on investable assets from $0 to $12,500 for assets under $10 million; fees for $10M+ are negotiable Fee-only: Fees are fixed or hourly; no commissions received.
1900 Polaris Parkway, Suite 450
Columbus, OH 43240
Ohio · Texas
Schuler Wealth Planning LLC
2025 - Present (1 year)
The Office of the Comptroller of the Currency
2013 - 2025 (12 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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