Schmidt Wealth Management, L.L.C. fees and pricing
Financial planner in Lawrenceburg, Indiana. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 17, 2026, Schmidt Wealth Management, L.L.C. charges up to $250 an hour, a flat or project fee of up to $10,000, and a monthly fee of $1,562 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 17, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- Up to $250/hr
“The negotiated hourly fee for these services is between $0 and $250.”
- Flat or project fee
- Up to $10,000
“The negotiated fixed rate for creating client financial plans is between $0 and $10,000.”
- Monthly fee
- $1,562/mo
“Total Monthly Fee: $1,562.50.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Schmidt Wealth Management, L.L.C. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
- “Clients may terminate the agreement without penalty for a 4 full refund of SWM, LLC's fees within five business days of signing the Investment Advisory Contract.”
- “Clients may terminate the agreement without penalty, for full refund of SWM, LLC’s fees, within five business days of signing the Financial Planning Agreement.”
How Schmidt Wealth Management, L.L.C.’s fees compare
- Its hourly rate of up to $250 is below the Indiana median of $250. 6% of the 119 other Indiana planners that publish an hourly rate charge less.
- Its flat or project fee of up to $10,000 spans the Indiana median of $5,000. 50% of the 84 other Indiana planners that publish a flat or project fee charge less.
About Schmidt Wealth Management, L.L.C.
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2023 (3 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Clients
- 235
- Employees
- 1
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and businesses
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $70,858,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 328084
- Phone
- (513) 305-1896
Other planners in Indiana that publish fees
- Abound Wealth StrategiesIndianapolis$720-$25,000
- Above & Beyond Investments, LLCBloomington$250/hr, $250-$2,500
- Afp Group, LLCPlainfield$150/hr, $2,000
- Allstreet WealthWestfield$750/hr
- An Exceptional Life Financial, LLCIndianapolis$300/hr, $1,500-$6,000
- Apple Tree Asset Management, LLCFort Wayne$250/hr, $1,000-$5,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.