Schwallier Wealth Management

Who works here

• AS
  Adam David Schwallier
• KS
  Kyle R Schwallier
• MB
  Mary Kathryn Britenfeld

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Financial planning
• Portfolio management
• Pension consulting

Schwallier Wealth Management

Legal name: Fee-only Fiduciary Advisors LLC

Official records

SEC data as of Nov 13, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Firm CRD

143329