Dean Schuler is a registered investment advisor at Schuler Wealth Planning LLC, based in Columbus, OH, with 12 years of industry experience. Dean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 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
Dean Schuler
Location
1900 Polaris Parkway, Suite 450, Columbus, OH, 43240
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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.
Learn about disclosures →Other Business Activities
Dean is a wrestling coach at Shanahan Jr. High since 2022. This activity takes about 10-20% of his time.
Employment History
Current Registrations
Schuler Wealth Planning LLC
Previous Registrations
Pds Planning INC
MML Investors Services, LLC
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.
Exams
Additional Information
Started in the financial services industry in 2008