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. 

NAPFA Start Date

May 18, 1991


This Office

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