Christy Pater Schmitt
Fortitude Family Office · Scottsdale, Arizona
Christy Pater Schmitt is a fee-only financial advisor at Fortitude Family Office in Scottsdale, Arizona. Christy focuses on tax planning and estate & legacy planning. Fortitude Family Office reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
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Specialties
Who they serve
- Ultra high net worth
Facts
| Firm | Fortitude Family Office |
|---|---|
| Based in | Scottsdale, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Assets under management | $1.27B across 971 accounts |
| SEC registration | Investment adviser representative in AZ · CRD 1388852 |
| Exams passed | Series 63 (1985) · Series 65 (2009) |
| Firm size | 40 employees |
| Disclosures | None reported |
| Website | www.fortitudefo.com |
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Questions about Christy
Is Christy Pater Schmitt a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Christy holds no broker registration, and Fortitude Family Office reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Christy charge for financial advice?
Christy's firm, Fortitude Family Office, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is Christy Pater Schmitt based?
Christy Pater Schmitt is based in Scottsdale, Arizona.
What does Christy specialize in?
Christy's specialties include tax planning and estate & legacy planning. Christy works with ultra high net worth.
Is Christy Pater Schmitt registered with the SEC?
Yes. Christy Pater Schmitt is registered as an investment adviser representative in AZ (CRD 1388852), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Fortitude Family Office manage?
Fortitude Family Office reports $1.27B across 971 accounts in assets under management.
How do I contact Christy Pater Schmitt?
Through Christy's website, www.fortitudefo.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
- Fortitude Family Office 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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