# Gregory Schmitz

> Gregory Schmitz is a fee-only financial advisor at Copiam Wealth Management in The Colony, Texas. Copiam Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/gregory-schmitz/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Copiam Wealth Management
- **Based in:** The Colony, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $21.1M across 89 accounts
- **CRD:** 5126832 (https://adviserinfo.sec.gov/individual/summary/5126832)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 65 (2006)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://copiamwealthmanagement.com

## Frequently asked questions

### Is Gregory Schmitz a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Gregory holds no broker registration, and Copiam Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Gregory charge for financial advice?

Gregory's firm, Copiam Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Gregory Schmitz based?

Gregory Schmitz is based in The Colony, Texas.

### Is Gregory Schmitz registered with the SEC?

Yes. Gregory Schmitz is registered as an investment adviser representative in TX (CRD 5126832), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Copiam Wealth Management manage?

Copiam Wealth Management reports $21.1M across 89 accounts in assets under management.

### How do I contact Gregory Schmitz?

Through Gregory's website, copiamwealthmanagement.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5126832): 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

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