Susan Schreiner is a CFP-designated registered investment advisor at Schreiner Financial Solutions, based in Aberdeen, WA, with 2 years of industry experience. Susan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Financial planning and investment advice services are billed at $200 per hour, in 6-minute increments.
- Tax research, working on audits, and other tax services may fall under an hourly fee contract if appropriate.
Location
323 W. Heron Street, Suite 2, Aberdeen, WA, 98520
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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.
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Susan owns Schreiner Financial Solutions, where she prepares taxes for clients, dedicating minimal time annually. She also works full-time as Associate Dean for the Library, eLearning, and Learning Support Services at Grays Harbor College.
Employment History
Current Registrations
Schreiner Financial Solutions
State Registrations1 state
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