Schuler Wealth Planning LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 21, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$400/hr

“FINANCIAL COACHING Schuler charges an hourly fee of $400 per hour.”

Flat or project fee

$1,500⁠-⁠$6,500

“ONLY Schuler charges a fixed fee based on complexity and unique Client needs for project based financial planning in the range of $1,500-$6,500.”

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

How Schuler Wealth Planning LLC bills

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

• “Under $500K =$0 $500K - $1M = $1,500/year $1M - $3M = $3,500/year $3M - $5M = $7,500/year $5M - $10M = $12,500/year $10M+ = Negotiable Fees are billed monthly in arrears.”
• “The annual fee is negotiable based upon certain criteria.”
• “The annual fee is negotiable and may be charged as a percentage of the Included Assets.”

How Schuler Wealth Planning LLC’s fees compare

• Its hourly rate of $400 is above the Ohio median of $250. 84% of the 219 other Ohio planners that publish an hourly rate charge less.
• 2 of the 2 other planners in Powell that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$6,500 spans the Ohio median of $3,250. 58% of the 199 other Ohio planners that publish a flat or project fee charge less.

About Schuler Wealth Planning LLC

• Principal: Dean Schuler
• Firm size: 3 employees.
• Credentials named in the brochure: CFP®.
• Founded: 2021 (5 years).

Planning areas mentioned in the brochure

• Estate planning
• Cash flow and budgeting

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% a year

Clients

74

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$56,039,981

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

318249

Website

SCHULERWEALTHPLANNING.com (opens in new tab)

Phone

(614) 454-1768

Other planners in Powell that publish fees

• Freewood Private Wealth Management, LLCPowell$150⁠-⁠$300/hr
• Shuttleworth & CompanyPowell$500⁠-⁠$1,000/yr
• Tenacity Private WealthPowell$250/hr, $5,000
• 1TaxfinancialCincinnati$300/hr
• Aan Wealth Advisors LLCCanton$250/hr
• Access Wealth Group, LLCDublin$150⁠-⁠$400/hr

Compare all 7 planners in Powell