Derrick Schuler is a CFP-designated registered investment advisor at Schuler Wealth Planning LLC, based in Columbus, OH, with 2 years of industry experience. Derrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 4 more. Their firm serves 70 clients with $44M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Schuler Wealth Planning offers ongoing financial planning and investment management services for an annual fixed fee. The base fee depends on your situation (single/married, W2 earner/business owner/retiree), plus an additional fee based on the amount you have invested:
- Under $500K — $0 additional fee
- $500K - $1M — $1,500/year
- $1M - $3M — $3,500/year
- $3M - $5M — $7,500/year
- $5M - $10M — $12,500/year
- $10M+ — Negotiable
Fees are billed monthly. Altruist may charge an additional annual fee of up to 0.18% based on the total value of your portfolio.
Contact
Derrick Schuler
Location
1900 Polaris Parkway, Suite 450, Columbus, OH, 43240
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Derrick works as a National Bank Examiner for the Office of the Comptroller of the Currency since 2013. This activity requires minimal time.
Employment History
Current Registrations
Schuler Wealth Planning LLC
Previous Registrations
USAA Financial Planning Services
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.