Schwab Wealth Advisory, Inc
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Overview
Schwab Wealth Advisory, Inc is an advisory firm headquartered in San Francisco, California. The company has a large team, including 801 financial advisors. Schwab Wealth Advisory, Inc is not a registered broker-dealer, signifying that the company cannot buy and sell securities for its accounts and those of its clients and instead has to go through a broker-dealer firm to do so. Securities are defined as exchangable financial investments like options, stocks and bonds.
The company's headquarters is at 211 Main Street, San Francisco, California 94105-1901. It is legally registered to provide services to clients throughout 51 U.S. states and territories.
Editorial note: In some instances, advisors and firms can register as exempt reporting advisors with the SEC, meaning they file an abridged version of the Form ADV. As a result, this is all of the available information for Schwab Wealth Advisory, Inc. Please visit the SEC website for more information at https://www.sec.gov
Number of Advisors
Disclosures
Office Location
Schwab Wealth Advisory, Inc by the Numbers
948
Products and Services
Schwab Wealth Advisory, Inc offers a number of services, which can include financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. In the past financial year, the firm provided 46500 of its clients with financial planning services. The firm is not engaged in selling products or offering services other than investment advisory services to its investment advisory clients. The company is also affiliated with one or more other service providers in the financial services industry, including with a broker-dealer or securities dealer, banking or thrift institution, trust company, insurance company or agency and commodity pool advisor.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees charged by financial advisors typically depend on the services offered. Fees billed by the company typically consist of non-traditional fee structures. Wrap fee programs, or the practice of bundling services for a single fee, are provided by the company.
Available
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Offered by 10% of firms
Other
Unavailable
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Find one of the 69% of firms that offer this fee type
Percentage of Assets
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
Disclosures
Schwab Wealth Advisory, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.