James Schmidt
Schmidt Wealth Management · Fargo, North Dakota
James Schmidt is a fee-only financial advisor at Schmidt Wealth Management in Fargo, North Dakota. James focuses on estate & legacy planning, tax planning and retirement planning. Schmidt Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- Physicians
- Executives
- Founders
Facts
| Firm | Schmidt Wealth Management |
|---|---|
| Based in | Fargo, North Dakota |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $96.3M across 175 accounts |
| SEC registration | Investment adviser representative in MN, ND · CRD 1095894 |
| Exams passed | Series 63 (1983) · Series 65 (2007) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.schmidtwealth.com |
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Questions about James
Is James Schmidt a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Schmidt Wealth Management 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, Schmidt Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is James Schmidt based?
James Schmidt is based in Fargo, North Dakota.
What does James specialize in?
James's specialties include estate & legacy planning, tax planning and retirement planning. James works with physicians, executives and founders.
Is James Schmidt registered with the SEC?
Yes. James Schmidt is registered as an investment adviser representative in MN and ND (CRD 1095894), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Schmidt Wealth Management manage?
Schmidt Wealth Management reports $96.3M across 175 accounts in assets under management.
How do I contact James Schmidt?
Through James's website, www.schmidtwealth.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 Wealth 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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