Schreier Financial, LLC fees and pricing
Financial planner in Oklahoma City, Oklahoma. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 31, 2026, Schreier Financial, LLC charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“In the event the scope and/or nature of the engagement changes at the request of the client, the client will be provided with a new estimate and a revised “Financial Planning and /or Investment Advisory Agreement.” Hourly fee $250 For additional information about our fees, please refer to the “Additional…”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Schreier Financial, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients requesting this service will not receive a written report and will be billed our hourly rate.”
- “Portfolio Management Services for Individuals Annual fees for our “Portfolio Management Services for Individuals” (scheduled below) are based on a percentage of the assets under management (AUM) and billed on a quarterly basis in arrears.”
- “Fees for “Portfolio Management Services for Individuals” are billed to the client in arrears and are due and payable upon receipt of the invoice.”
How Schreier Financial, LLC’s fees compare
- Its hourly rate of $250 matches the Oklahoma median of $250. 32% of the 41 other Oklahoma planners that publish an hourly rate charge less.
- 4 of the 6 other planners in Oklahoma City that publish an hourly rate charge less.
About Schreier Financial, LLC
“Schreier Financial, LLC provides personal financial planning and investment management to individuals, families, small businesses, trusts, and estates.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2008 (18 years).
Planning areas mentioned in the brochure
- Business owners
Firm details from Form ADV
- How the firm is paid
- Hourly fees, 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 pension consulting
- Assets managed
- $658,155
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 148838
- Phone
- (405) 720-0333
Other planners in Oklahoma City that publish fees
- Adaptation Financial Advisors Inc.Oklahoma City$75-$500/hr, $500-$25,000
- Arrow Investment Management LLCOklahoma City$150/hr
- Axion Capital Markets, LLCOklahoma City$125-$150/hr
- Comprehensive Financial Planning IncOklahoma City$150/hr, $1,000-$5,000
- Flatlands Wealth LLCOklahoma City$500
- Fourpath Capital Management, LLCOklahoma City$20,000/yr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.