Schuler Wealth Planning LLC

Schuler Wealth Planning serves individual and high-net-worth clients with a mix of ongoing financial planning and investment management as well as project-based planning and coaching. Services described in the brochure include retirement and distribution planning, tax projections, education funding, estate preservation, reviews of insurance and beneficiary designations, and ongoing access for financial questions.

The firm tailors portfolios to client objectives and risk tolerance and employs fundamental analysis for security selection; accounts may be managed on either a discretionary or non‑discretionary basis and are reviewed regularly for rebalancing and tax‑loss harvesting opportunities. Schuler also uses a model marketplace available through its custodian to implement model portfolios, while retaining responsibility for suitability and investment decisions.

What distinguishes Schuler from many peers is its fee approach: the firm does not generally rely on percentage‑of‑AUM advisory fees and instead uses fixed annual and project engagement arrangements, and it may pass through separate custodial platform fees when subscribing to model portfolios. As a relatively young, two‑advisor practice, the firm recently added financial coaching to its planning services and emphasizes planning-driven relationships alongside investment management.