National Retirement Planning Experts

National Coverage
Local Professionals

seller-profile

S. R. Schill & Assoc. Planners & Advisors

S. R. Schill & Associates Financial Planners & Advisors

2448 76th Ave SE, Suite 107

Mercer Island, WA 98040

206-275-2700

"A goal without a plan is just a wish"

About S. R. Schill & Associates Financial Planners & Advisors

S. R. Schill & Associates is a family run business with a process that provides a full range of services. Our process is the heart of everything we do and has been since Stanley R. Schill founded the firm over 30 years ago. It encompasses all aspects of acquiring, managing and growing wealth from short and long term strategies that consider all aspects of your financial life to investment advice that's tailored to your personal situation. We're a family, here for your family.

General Information

Firm Start Year

1987

No.of Employees

5-9

CRD#

413364

Firm CRD#

105864

Name of Broker/Dealer

None

Name of Custodial Firm

TD Ameritrade

Years of Experience in Financial Services

99

Number of Years with Current Firm

33

I work with the following types of clients

Individual Investors, Businesses, Non-Profit Organizations, Investment Clubs

Advisory Services Provided

Portfolio Management, Financial Advice & Consulting

Services

Investment Types

Mutual Funds, Bonds, Alternative Investments, Exchange Traded Funds (ETFs), Stocks, Annuities

I can meet clients in the following ways

Via Email, Video Conference, Via Phone, At my office, At your home, At your office

Compliance

Registered Investment Advisor

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP®, CFA®

Securities Licenses

Series 7, Series 65, Series 63

Firm Information

Firm's Number of Clients

165

Assets Managed by Firm

$230,000,000

Advisor's Number of Clients

165

Assets Managed by Advisor

$225,000,000

Compensation and Fees

Fee Structure

Fee Only

Additional Details on Charges

No minimum assets required

Minimum Fee Charged for Managed Accounts

AR

Minimum Fee Charged for Hourly Planning Accounts

AR