WILLIAMS AND SCHILLER WEALTH MANAGEMENT, LLC
SEC RegisteredIntegrated Tax, Wealth, and Business Advisory
About the firm
At Williams & Schiller Wealth Management, we believe better financial solutions are created when tax strategy, wealth strategy, and business strategy work together. Through our affiliated CPA firm, Williams & Schiller CPAs, we bring deep tax and business advisory knowledge which coordinates seamlessly with your wealth strategy. The result is a thoughtful and coordinated approach that encompasses your entire financial life – helping you simplify complexity and plan with confidence.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Integrated tax planning, business value acceleration, succession planning, personalized investment and estate strategies, retirement income planning, multi-year tax strategy, and cross-border tax and wealth guidance for expats.
Who they serve
Business owners, individuals and families, pre-retirees and retirees, and expats with complex financial lives.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 57 | $16M |
| High Net Worth Individuals | 35 | $90M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 3 | $5.5M |
| State/Municipal Entities | 3 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Employee Benefit Plan - First $1,000,000 | 1.00% |
| Employee Benefit Plan - Next $1,000,000 | 0.75% |
| Employee Benefit Plan - Next $3,000,000 | 0.55% |
| Employee Benefit Plan - Next $5,000,000 | 0.40% |
| Employee Benefit Plan - All amounts thereafter | 0.35% |
Data as of March 12, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. WILLIAMS AND SCHILLER WEALTH MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.