Schreiner Financial Solutions provides hourly, as-needed financial planning and investment advice to individuals. Services may be general or focused on a specific area of interest. Schreiner Financial Solutions also provides services through the Fidvisor platform, connecting certified financial planners with employees to help them understand and engage with their workplace benefits. Susan A. Schreiner is an Enrolled Agent and offers tax preparation services separately from financial planning and investment consultation services.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
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.
Hourly Rate:$200/hr
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