Schneider Wealth Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 25, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,000⁠-⁠$15,000

“COMPREHENSIVE FINANCIAL PLANNING SWM charges a negotiable fixed annual fee that ranges from $1,000 to $15,000 for comprehensive financial planning services.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Schneider Wealth Management LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are billed monthly in advance based on the amount of assets managed as of the close of business on the last business day of the previous month.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
• “Fees are charged monthly, quarterly or semiannually in advance based on the preference of the Client.”

How Schneider Wealth Management LLC’s fees compare

• Its flat or project fee of $1,000-$15,000 spans the Nebraska median of $5,000. 72% of the 32 other Nebraska planners that publish a flat or project fee charge less.
• 12 of the 19 other planners in Omaha that publish a flat or project fee charge less.

About Schneider Wealth Management LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2026.

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

344219

Phone

(952) 300-7002

Other planners in Omaha that publish fees

• Arkfeld Wealth Strategies, L.L.C.Omaha$1,000/yr
• Cambridge Advisors IncOmaha$2,500
• Canvas Retirement Planning LLCOmaha$300/hr, $500⁠-⁠$15,000
• Convergence Advisory GroupOmaha$100⁠-⁠$200/mo
• Cornerstone Financial Group,llcOmaha$5,000⁠-⁠$25,000
• CWS Wealth PartnersOmaha$1,000⁠-⁠$5,000

Compare all 46 planners in Omaha