MS
CFP
MS
CFP

Maria Schuster

6 Years of Experience
Indianapolis, IN
Broker

Maria Schuster is a CFP-designated registered investment advisor at Schwab Wealth Advisory, INC., based in Indianapolis, IN, with 6 years of industry experience. Maria is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more.

Compensation
N/A
Firm Size
1670 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$500K
Planning is included in investment management

Schwab Wealth Advisory does not charge investment management fees directly; instead, program fees are handled through its affiliate sponsor, Charles Schwab & Co., and are detailed in separate program disclosure materials. The program generally requires a minimum investment of $500,000 to participate.

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Location

8332 Woodfield Crossing Blvd, Indianapolis, IN, 46240

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Maria is the Fundraising Co-Chair on the young adult board for Big Shoulder's Fund since 2023, an education-related non-profit. She spends about 10-20% of her time helping create social and fundraising events.

Employment History
Current Registrations
Schwab Wealth Advisory, INC.
July 2025 - Present · 1 yr 3 mos
Charles Schwab & CO., INC.Broker
March 2024 - Present · 2 yrs 7 mos
Previous Registrations
Charles Schwab & CO., INC.
March 2024 - July 2025 · 1 yr 4 mos
Rockefeller Financial LLCBroker
May 2023 - March 2024 · 10 mos
Rockefeller Capital Management
March 2021 - March 2024 · 3 yrs
Whitnell & CO
June 2020 - March 2021 · 9 mos
State Registrations2 states
ILIN
AdvisorBrokerBoth

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
No exam information available for this advisor.
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