Evan Schmidt
Schmidt Financial Management · Kirkland, Washington
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.
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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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX, WA · CRD 5724516 |
| Exams passed | Series 65 (2009) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.schmidtfm.com |
| Profile |
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Questions about Evan
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.
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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