Gregory Schmitz
Copiam Wealth Management · The Colony, Texas
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.
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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 | $21.1M across 89 accounts |
| SEC registration | Investment adviser representative in TX · CRD 5126832 |
| Exams passed | Series 65 (2006) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | copiamwealthmanagement.com |
| Profile |
How Gregory's firm compares
- Copiam Wealth Management's average account is about $237,000, from its Form ADV (assets managed divided by 89 accounts).
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Questions about Gregory
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Texas
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
- 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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