Schreier Financial, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$594,670
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Schreier Financial, LLC provides financial planning, portfolio management for individuals, pension consulting for businesses, and IRA rollover/setup services for individuals, families, small businesses, trusts, and retirement plans. As of March 27, 2026 the firm reported $658,155 in assets under management across five accounts, and it manages client assets on a non‑discretionary basis.
The firm’s investment work emphasizes strategic long‑term asset allocation, using a mix of passively managed index/ETF exposures and actively managed mutual funds, dividend stocks and individual bonds, with quarterly monitoring and annual reviews or rebalancing as appropriate. Engagements are tailored to client needs and may be billed as asset‑based fees, fixed annual fees, or hourly planning fees; Schreier Financial also provides pension plan education, enrollment meetings, and ongoing plan monitoring for employer clients.
Notable distinctions include the owner’s outside affiliations and time allocation: the sole owner is a 60% owner of an employee benefits and insurance firm (reportedly spending the majority of his time there) and maintains a small CPA practice, relationships the brochure discloses as potential conflicts when insurance or accounting services are recommended. It is also atypical among peers for a small AUM manager to combine primarily non‑discretionary asset management with active pension consulting and the use of hourly planning arrangements; the firm documents disclosures and client choice procedures to address these conflicts.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Business succession planning
Cash flow / budgeting
Occupation focus
Founder/Business Owner
Fee options
IRA Set Up: $250 first year fixed annual fee; $175 subsequent years fixed annual fee
$50,000 - $114,999: 1.50% $115,000 - $2,000,000: 0.90% $2,000,001+: 0.45%
$250 per hour for Financial Planning services
Account minimum: $50,000 Minimum fee: Minimum quarterly fee of $813 for Pension Consulting Services Fee-only: Financial Planning charged at $250 hourly; fixed annual fees for IRA Set Up ($250 first year, $175 subsequent years)
Main office location
Schreier Financial, LLC
Oklahoma City OK, United States
Number of offices
2
Most active in
Schreier Financial, LLC has reported serving >5 clients in these states in the last 12 months.
Oklahoma
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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