Williams and Schiller Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 12, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$350/hr

“On an hourly basis, with fees ranging from $250 to $350 per hour, depending on the nature and complexity of the client's circumstances, and the individual performing the service(s).”

Flat or project fee

$1,500

“The initial financial planning fee varies from $1,500 for a basic plan to $6,000 or more for a complex plan.”

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

How Williams and Schiller Wealth Management, LLC bills

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

• “New accounts are charged a prorated fee for the remainder of the quarter in which the account is incepted or will not be billed until the next quarter.”
• “However, as noted above, our fees are negotiable on a client-by-client basis.”
• “How the fixed fee is billed is customized to each client situation, but these fees are typically billed monthly or quarterly as we work through the planning engagement.”

How Williams and Schiller Wealth Management, LLC’s fees compare

• Its hourly rate of $250-$350 is above the Idaho median of $250. 60% of the 43 other Idaho planners that publish an hourly rate charge less.
• Its flat or project fee of $1,500 is below the Idaho median of $2,625. 19% of the 26 other Idaho planners that publish a flat or project fee charge less.

About Williams and Schiller Wealth Management, LLC

• Firm size: 2 employees.
• Credentials named in the brochure: CFP® and CPA.
• Registered as an adviser: 2026.

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

92

Employees

2

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

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

Assets managed

$120,669,000

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

Yes. Read them on the SEC site (opens in new tab)

SEC CRD number

143049

Website

wswealthmanagementllc.com (opens in new tab)

Phone

(208) 265-5959

Can advise clients in 4 states: Idaho, Minnesota, Montana, North Dakota

Other planners in Sandpoint that publish fees

• Layline FinancialSandpoint$350/hr, $1,000⁠-⁠$10,000
• 3 Peaks FinancialAmmon$200/hr
• Abundance Financial PlanningCaldwell$3,000⁠-⁠$6,500
• Action Financial Planning LLCTwin Falls$275/hr, $95/mo
• Advanced Financial Solutions, Inc.Boise$200⁠-⁠$350/hr, $500
• Allegiance Financial PlanningEagle$120/hr

Compare all 98 planners in Idaho