John Schmidt
Faith Investor Services · Scottsdale, Arizona
John Schmidt is a fee-only financial advisor at Faith Investor Services in Scottsdale, Arizona. John focuses on estate & legacy planning, tax planning and retirement planning. Faith Investor Services reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Executives
- Divorced individuals
Facts
| Firm | Faith Investor Services |
|---|---|
| Based in | Scottsdale, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets |
| Fees (firm's website) | Typically works with clients with $2,000,000 or more |
| Assets under management | $279.7M across 598 accounts |
| SEC registration | Investment adviser representative in MO · CRD 6864802 |
| Exams passed | Series 63 (2017) · Series 66 (2025) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | faithinvestorservices.com |
| Profile |
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Questions about John
Is John Schmidt a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Faith Investor Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does John charge for financial advice?
John's firm, Faith Investor Services, reports charging a percentage of assets on its SEC Form ADV.
How much does John charge?
According to Faith Investor Services's website, checked October 30, 2026: typically works with clients with $2,000,000 or more.
Where is John Schmidt based?
John Schmidt is based in Scottsdale, Arizona.
What does John specialize in?
John's specialties include estate & legacy planning, tax planning, retirement planning, sustainable & impact investing and divorce financial planning. John works with executives and divorced individuals.
Is John Schmidt registered with the SEC?
Yes. John Schmidt is registered as an investment adviser representative in MO (CRD 6864802), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Faith Investor Services manage?
Faith Investor Services reports $279.7M across 598 accounts in assets under management.
How do I contact John Schmidt?
Through John's website, faithinvestorservices.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
- Faith Investor Services 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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