Firm Description: Schnall Advisory Services, Inc. was founded in June 1995 by Darin Schnall, the principal owner. The firm is registered with the SEC as a Registered Investment Advisor. The predecessor firm was Darin Schnall CFP, CPA, MBA. Schnall Advisory Services, Inc. provides personal financial planning and investment management to individuals, families, trusts and estates. Schnall Advisory Services, Inc. works with clients to define financial objectives and to develop strategies for reaching those objectives, some of which may include: identification of financial goals, tax planning, investment management, education funding, retirement planning, risk management, estate planning, charitable goals, and/or other issues specific to the client. The firm’s compensation is solely from fees paid directly by its clients. The firm does not receive commission based on the client’s purchase of any financial product, including insurance. No commissions in any form are accepted. No referral fees are paid or accepted. No benefits are received from custodians/broker-dealers based on client securities transactions (“soft dollar benefits”).
The assets under the direct management of Schnall Advisory Services, Inc., are held by independent custodians, including Fidelity Investments, Charles Schwab & Co., Inc. Advisor Services , or others, in the client’s name. Principal Owner: Darin Schnall is a 100% stockholder of Schnall Advisory Services, Inc. Types of Advisory Services: Schnall Advisory Services, Inc. (hereinafter also referred to as the "Adviser"), through Darin Schnall, the President of the Adviser, provides professional asset management services,

wealth management and financial planning on behalf of its advisory clients. Such professional asset management services involve furnishing continuous asset management advice and asset allocation advice. The Adviser also provides analysis and specific strategies of the following areas: retirement planning, investment asset allocation, income tax planning, college funding, cash and debt management, insurance and estate planning. All written reports in connection with these financial planning services are customized based on each client’s specific objectives and are reviewed with each client. In performing its services, Schnall Advisory Services, Inc. is not required to verify any information received from the client or from the client's other professionals. Each client is advised that it remains his or her responsibility to promptly notify Adviser when there is any change in his or her financial situation or financial objectives for the purpose of reviewing, evaluating, or revising previous recommendations. Schnall Advisory Services does not participate in wrap fee programs. Tailored Relationships: Advisory services are tailored to the individual needs of clients, taking into account risk tolerance, age, assets, income and other considerations. Client goals and objectives are clarified in meetings and via correspondence, and are used to determine the course of action for each individual client. The goals and objectives for each client are documented in our client relationship management system and in client files, either in hard copy or in electronic files. Managed Assets: Assets under Management were $ 108,221,920 at December 31, 2023. All of the assets are managed on a discretionary basis.