Williams and Schiller Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$120,669,000
Total clients
92
38% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
46
Average account size
$1,311,620
About
Williams and Schiller Wealth Management, LLC provides fee-only investment advisory and financial planning services to individuals (including high-net-worth and younger clients through an “Ascend” program), business owners, retirement plans, and nonprofit entities. Its service menu includes wealth advisory, investment management, financial consulting, employee benefit plan advisory, and specialized offerings such as commission-free annuities and real estate trust/partnership investments.
The firm’s investment approach is asset-allocation driven and grounded in Modern Portfolio Theory, typically using diversified, passively managed mutual funds and ETFs (including Dimensional Fund Advisors products) alongside conservative fixed-income or annuity solutions. The brochure also discloses that WSWM may employ derivatives—specifically options and options-based ETFs—in separately managed accounts to limit downside risk in certain market environments, a practice that is uncommon among peer firms.
Distinctive features noted in the brochure include an affiliation with an accounting firm that provides tax, accounting, and valuation services under separate engagements, allowing coordinated tax and planning work across the two practices. The firm also recently exceeded $100 million in regulatory assets and applied to transition to SEC registration, a regulatory milestone highlighted in its disclosures.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Fixed financial planning fees ranging from $1,000 to $10,000 and up, depending on complexity
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.75% annually $2,000,001 - $3,000,000: 0.50% annually $3,000,001+: 0.25% annually
$250 to $350 per hour for financial planning services
Ascend Services monthly planning fee ranging from $45 to $75 per month based on assets under management
Account minimum: $500,000 Fee-only: Investment management fees, financial planning fees charged on hourly or fixed-fee basis, and commission-free annuity services.
Main office location
Williams and Schiller Wealth Management, LLC
708 Superior Street
Sandpoint ID 83864, United States
Number of offices
3
Most active in
Idaho · Minnesota · Montana · North Dakota
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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