Dominic Hubert
Schmidt Financial Management · Kirkland, Washington
Dominic Hubert is a fee-only financial advisor at Schmidt Financial Management in Kirkland, Washington. Dominic focuses on equity compensation, tax planning and estate & legacy planning. Schmidt Financial Management reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Executives
- Tech employees
Facts
| Firm | Schmidt Financial Management |
|---|---|
| Based in | Kirkland, Washington |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $497.5M across 827 accounts |
| SEC registration | Investment adviser representative in WA · CRD 7533922 |
| Exams passed | Series 65 (2022) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.schmidtfm.com |
| Profile |
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Questions about Dominic
Is Dominic Hubert a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Dominic holds no broker registration, and Schmidt Financial Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Dominic charge for financial advice?
Dominic's firm, Schmidt Financial Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Dominic Hubert based?
Dominic Hubert is based in Kirkland, Washington.
What does Dominic specialize in?
Dominic's specialties include equity compensation, tax planning, estate & legacy planning and founders (pre-exit). Dominic works with executives and tech employees.
Is Dominic Hubert registered with the SEC?
Yes. Dominic Hubert is registered as an investment adviser representative in WA (CRD 7533922), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Schmidt Financial Management manage?
Schmidt Financial Management reports $497.5M across 827 accounts in assets under management.
How do I contact Dominic Hubert?
Through Dominic's website, www.schmidtfm.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
- Schmidt Financial Management 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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