# James Schmidt

> James Schmidt is a fee-only financial advisor at Beacon Bridge Wealth Partners in Lower Gwynedd, Pennsylvania. Beacon Bridge Wealth Partners reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/james-schmidt-5698046/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Beacon Bridge Wealth Partners
- **Based in:** Lower Gwynedd, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $426.6M across 1,113 accounts
- **CRD:** 5698046 (https://adviserinfo.sec.gov/individual/summary/5698046)
- **SEC registration:** Investment adviser representative in PA
- **Exams passed:** Series 63 (2012), Series 65 (2017)
- **Firm size:** 11 employees
- **Disclosures:** None reported
- **Website:** https://www.beaconbridgewealth.com

## Frequently asked questions

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

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

### How does James charge for financial advice?

James's firm, Beacon Bridge Wealth Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is James Schmidt based?

James Schmidt is based in Lower Gwynedd, Pennsylvania.

### Is James Schmidt registered with the SEC?

Yes. James Schmidt is registered as an investment adviser representative in PA (CRD 5698046), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Beacon Bridge Wealth Partners manage?

Beacon Bridge Wealth Partners reports $426.6M across 1,113 accounts in assets under management.

### How do I contact James Schmidt?

Through James's website, www.beaconbridgewealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5698046): 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://beaconbridgewealth.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.