# Ben Schmid

> Ben Schmid is a fee-only financial advisor at Ketwich Capital LLC in Malvern, Pennsylvania, who holds the CFP credential. Ben charges a percentage of assets, an ongoing planning fee and a one-time planning fee (ongoing planning from $1,800 a year and one-time plans from $1,000) and focuses on family wealth transfer.

Page: https://find.wellspent.co/advisors/ben-schmid/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Ketwich Capital LLC
- **Based in:** Malvern, Pennsylvania
- **Fee model:** Percentage of assets; Ongoing planning fee; One-time planning fee
- **Fees (firm's website):** ongoing planning from $1,800 a year; one-time plans from $1,000; 1% a year on the first tier of assets managed; a $1,000,000 asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $28.4M across 53 accounts
- **Credentials:** CFP
- **Specialties:** Family wealth transfer
- **Works with:** Multi-generational families
- **CRD:** 5355502 (https://adviserinfo.sec.gov/individual/summary/5355502)
- **SEC registration:** Investment adviser representative in CA, NY, PA
- **Exams passed:** Series 63 (2008), Series 65 (2013)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://ketwichcapital.com

## Frequently asked questions

### Is Ben Schmid a fee-only financial advisor?

Yes. Ben Schmid is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Ben's firm.

### How does Ben charge for financial advice?

Ben charges a percentage of assets, an ongoing planning fee and a one-time planning fee.

### How much does Ben charge?

According to Ketwich Capital LLC's website, checked October 28, 2026: ongoing planning from $1,800 a year; one-time plans from $1,000; 1% a year on the first tier of assets managed; a $1,000,000 asset minimum.

### Where is Ben Schmid based?

Ben Schmid is based in Malvern, Pennsylvania.

### What does Ben specialize in?

Ben's specialties include family wealth transfer. Ben works with multi-generational families.

### What credentials does Ben Schmid hold?

Ben Schmid holds the CFP credential.

### Is Ben Schmid registered with the SEC?

Yes. Ben Schmid is registered as an investment adviser representative in CA, NY and PA (CRD 5355502), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Ketwich Capital LLC manage?

Ketwich Capital LLC reports $28.4M across 53 accounts in assets under management.

### How do I contact Ben Schmid?

Through Ben's website, ketwichcapital.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/ben-schmid-11625): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.ketwichcapital.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.