# Evan Schmidt

> Evan Schmidt is a fee-only financial advisor at Schmidt Financial Management in Kirkland, Washington, who holds the CFP credential. Evan focuses on equity compensation, tax planning and estate & legacy planning. Schmidt Financial Management reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/evan-schmidt/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Schmidt Financial Management
- **Based in:** Kirkland, Washington
- **Fee model (firm's Form ADV):** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $497.5M across 827 accounts
- **Credentials:** CFP
- **Specialties:** Equity compensation, Tax planning, Estate & legacy planning, Founders (pre-exit)
- **Works with:** Executives, Tech employees
- **CRD:** 5724516 (https://adviserinfo.sec.gov/individual/summary/5724516)
- **SEC registration:** Investment adviser representative in TX, WA
- **Exams passed:** Series 65 (2009)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** https://www.schmidtfm.com

## Frequently asked questions

### Is Evan Schmidt a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Evan 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 Evan charge for financial advice?

Evan's firm, Schmidt Financial Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is Evan Schmidt based?

Evan Schmidt is based in Kirkland, Washington.

### What does Evan specialize in?

Evan's specialties include equity compensation, tax planning, estate & legacy planning and founders (pre-exit). Evan works with executives and tech employees.

### What credentials does Evan Schmidt hold?

Evan Schmidt holds the CFP credential.

### Is Evan Schmidt registered with the SEC?

Yes. Evan Schmidt is registered as an investment adviser representative in TX and WA (CRD 5724516), 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 Evan Schmidt?

Through Evan's website, www.schmidtfm.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5724516): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://schmidtfm.com/): specialties, clients served, and fees, checked October 30, 2026

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