Schwan Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
284
96% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
95
Average account size
$0
Client services
Fee options
Financial Planning and Pension Consulting fixed fees typically range from $500 to $250,000 depending on complexity.
Certain Associated Persons earn commissions from selling insurance products and securities through affiliated broker-dealer and insurance agencies, separate from advisory fees.
Financial Planning and Pension Consulting hourly rates range from $125 to $450 per hour depending on complexity and experience.
Account minimum: Clients of Third Party Investment Advisers (TPIAs) recommended by Schwan Financial Advisors, LLC may be subject to minimum investment requirements set by those TPIAs. The firm itself does not specify a direct minimum account size in the brochure. Fee-only: Financial Planning fixed fees typically range from $500 to $250,000 depending on complexity. Pension Consulting fixed fees typically range from $500 to $250,000 depending on complexity.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Schwan Financial Advisors, LLC
401 Vivian Street S.
Aberdeen SD 57401, United States
Number of offices
1
Forms ADV
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