Margery Schiller (BS, CFP®, MA)

Margery Schiller focuses in the
following client markets or areas of practice:

  • Estate & Generational Planning Issues
  • Hourly
  • Investment Advice without Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning
  • Women's Financial Planning Issues

Planning Specialties

We have always worked by the hour. We do not charge recurring management fees.

This allows us to tackle any size project for our clients--to act as primary financial advisor, second opinion or part of a larger investment and estate planning team.

Additional Information

Our hourly-fee structure arrangement makes professional advice available regardless of net worth. 

We thrive on diversity and enjoy working with a wide range of clients with various goals and financial concerns.

We can provide a fee estimate prior to starting any project.

Our client base is predominantly in CT and MN. We are no longer accepting new clients

NAPFA Start Date

May 18, 1991


This Office

8437 Tuttle Ave # 338 Sarasota, FL 34243-2868 Phone: (941) 358-1100 Fax: (941) 954-5900