Paul Schuder is a CFP-designated registered investment advisor at Crystal Oak Wealth Management, LLC, based in Rogers, AR, with 7 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.5M | 0.70% |
| $2.5M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are negotiable based on various criteria.
Fee Estimator
Location
Rogers, AR
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Paul is an advisor at S. Harris Financial Group, an independent RIA, since 2018. He attends meetings, answers client calls, and provides expertise on financial planning practices, dedicating about half his time to this role.
Employment History
Current Registrations
Crystal Oak Wealth Management, LLC
Previous Registrations
Hightower Advisors, LLC
Hightower Securities, LLCBroker
Raymond James Financial Services Advisors, INC
S Harris Financial Group, LLC
Raymond James Financial Services, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.