Fiduciary

Schneider Wealth Management

Redwood City, California

★ 5.0 (1 reviews)
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About

Schneider Wealth Management is a fee-only independent registered investment adviser in Redwood City founded in 2007, led by Meredith Schneider, a CFP® with investment advisory experience dating back to 1998. The firm provides financial planning and investment management services, with a particular focus on engineers and technology executives managing $5–20M+ in assets, addressing complex decisions around equity compensation, taxation, and long-term wealth structure. The team includes CFP® Thomas Grunbeck as paraplanner and support staff, and takes a data-informed approach to planning aligned with clients' personal goals.

Specialties

Investment Management Wealth Management

Fee structure

Fee-Only

Firm details

Firm type
Independent RIA
Languages
English
Hours
Sunday: Closed, Monday: 9AM-5PM, Tuesday: 9AM-5PM, Wednesday: 9AM-5PM, Thursday: 9AM-5PM, Friday: 9AM-5PM, Saturday: Closed
SEC registered
No

Professional credentials

CFP

Certified Financial Planner

Comprehensive financial planning certification requiring extensive education, examination, experience, and ethical standards

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