Schreiner Financial Solutions fees and pricing
Financial planner in Aberdeen, Washington. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated June 19, 2026, Schreiner Financial Solutions charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 19, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Fees for financial planning and investment advice services are $250 per hour, billed in 6-minute increments.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Schreiner Financial Solutions bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees may be paid by check, debit card, credit card, or electronic bank transfer (ACH).”
- “In certain circumstances fees may be negotiable.”
How Schreiner Financial Solutions’ fees compare
- Its hourly rate of $250 is below the Washington median of $300. 23% of the 216 other Washington planners that publish an hourly rate charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Schreiner Financial Solutions
“Schreiner Financial Solutions provides Fee-Only Financial Planning Services on an hourly basis. We provide fee-only, hourly, as-needed financial planning and investment advice services to individuals from all walks of life.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP® and EA.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Founded: 2003 (23 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- Equity compensation
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees
- Charges a % of assets
- No
- Minimum
- No minimum stated in brochure
- Clients
- 10
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 322497
- Phone
- (564) 544-2345
Can advise clients in 3 states: California, Kansas, Washington
Other planners in Washington that publish fees
- 2020 Financial Planning LLCSeattle$300/hr, $2,500
- A5 Financial LLCBothell$250/hr
- Abacus Financial PlanningKirkland$450/hr
- Adair Wealth ManagementBellevue$2,500
- Advisia Financial PlanningBellevue$350/hr, $2,800
- Aksum Wealth, LLCLynnwood$150/hr
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.