Updated:
S. R. Schill & Associates
Founded in 1987 by Stan Schill, S. R. Schill & Associates operates as a fee-only registered investment advisor from Mercer Island, Washington.
S. R. Schill & Associates
Founded in 1987 by Stan Schill, S. R. Schill & Associates operates as a fee-only registered investment advisor from Mercer Island, Washington. The firm serves individuals, high-net-worth families, trusts, and business entities. Its model couples transparent financial planning with in-house longevity law, a discipline addressing the legal and logistical dimensions of extended lifespans in retirement. Schill's advisory process begins with a comprehensive financial plan aimed at retirement readiness — what the firm calls "retire right, avoid retirement interrupted, and achieve retirement reconnected." The practice covers investment management and portfolio construction, though the firm does not publicly disclose its asset allocation framework, specific portfolio holdings, or deployment volumes. Its client base is concentrated in the United States. Team size and total assets under advisement are not publicly reported. In a recent operational marker, the firm released a second-quarter 2024 investment strategy review video, continuing a cadence of quarterly market commentaries published on its website. The practice does not list affiliated philanthropic vehicles, real-asset arms, or external club memberships. Schill separates itself through a multidisciplinary structure, housing both fiduciary financial planning and longevity-focused legal services under one roof. This allows the firm to address retirement not only as a portfolio problem but as a lifecycle event requiring legal coordination — a posture that distinguishes it from most single-family-wealth boutiques that outsource estate law to third parties.
General information
Firm type
Bank / Wealth / Trust
Year founded
1987
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Mercer Island
Corporate office
Mercer Island, WA, United States
Principals
Stan Schill
Founder
Frequently asked questions
What is the relationship between Schill's financial planning and longevity law practices?
The firm integrates both under a single advisory roof. Rather than referring clients to an external estate or elder-law attorney, Schill positions longevity law — dealing with the legal consequences of longer retirements — alongside its investment management and financial planning services. The firm states this combined model helps families coordinate their wealth with the legal frameworks required for extended lifespans.
How does S. R. Schill & Associates charge for its services?
Schill identifies as a fee-only registered investment advisor, which means it does not earn commissions on financial products it recommends. The firm's marketing emphasizes a transparent, client-first approach, though it does not publish a public fee schedule or minimum asset threshold on its website.
Is S. R. Schill & Associates structured as a multi-family office?
No. The firm is a registered investment advisor and wealth manager, not a multi-family office. It serves individuals, high-net-worth families, trusts, and business entities through investment advisory services, but it does not offer the full concierge, tax, or family governance services typically associated with a dedicated family office structure.
Does the firm manage assets for institutional investors or just private clients?
Based on the firm's own description, its client base includes individuals, high-net-worth individuals, trusts, and business entities. There is no public indication that it manages assets for institutional investors such as pensions, endowments, or foundations.
Who runs the longevity law practice within the firm?
The firm's website describes its combined expertise in fiduciary financial planning and longevity law but does not name a specific attorney or legal partner. Stan Schill is identified as the founder and the principal voice in the firm's educational videos covering investment strategy, but the operational lead for the legal practice is not publicly disclosed.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on asset managers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: