Andrew Schmitt
Schmitt Wealth Advisers · Cincinnati, Ohio
Andrew Schmitt is a fee-only financial advisor at Schmitt Wealth Advisers in Cincinnati, Ohio. Andrew focuses on retirement planning. Schmitt Wealth Advisers reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
Facts
| Firm | Schmitt Wealth Advisers |
|---|---|
| Based in | Cincinnati, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $135.0M across 320 accounts |
| SEC registration | Investment adviser representative in KY, OH · CRD 2261271 |
| Exams passed | Series 63 (1992) · Series 65 (1993) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.prolifeinvestor.com |
| Profile |
How Andrew's firm compares
- Schmitt Wealth Advisers's average account is about $422,000, from its Form ADV (assets managed divided by 320 accounts).
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Questions about Andrew
Is Andrew Schmitt a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Andrew holds no broker registration, and Schmitt Wealth Advisers reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Andrew charge for financial advice?
Andrew's firm, Schmitt Wealth Advisers, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Andrew Schmitt based?
Andrew Schmitt is based in Cincinnati, Ohio.
What does Andrew specialize in?
Andrew's specialties include retirement planning. Andrew works with pre-retirees.
Is Andrew Schmitt registered with the SEC?
Yes. Andrew Schmitt is registered as an investment adviser representative in KY and OH (CRD 2261271), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Schmitt Wealth Advisers manage?
Schmitt Wealth Advisers reports $135.0M across 320 accounts in assets under management.
How do I contact Andrew Schmitt?
Through Andrew's website, www.prolifeinvestor.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Schmitt Wealth Advisers website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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