Kurt Schindler

Financial Planning Group

33 Calle Bolivia, Suite 302

Hato Rey, Puerto Rico 00917

Phone: 787-754-1116

Fax: 787-754-7842

[email protected]


Year practice began: 1990

Number of advisors in office: 2 advisors, 2 support staff

Number of clients: 110

Compensation method(s): Fee-only: a project fee based on the estimated number of hours required to complete the project, and/or a money management fee based on a percentage of the assets under management

Fee for managing assets: A sliding scale starting at 1% of assets and decreasing to 25 basis points

Hourly rate: $145

Client demographics: Professionals and executives in Puerto Rico

Education: Bachelor’s degree in Spanish from the State University of New York (SUNY) at Oswego; master’s degree in financial services from the American College (Pennsylvania)

Previous incarnations: Registered rep with IDS, also worked for Banco de Ponc? in Puerto Rico and New York City

Professional designation(s): CFP

Outside interests: Spending time with his four children, leading a Cub Scout pack, playing basketball and golf, strolling through historic San Juan