# Marlin Schmidt

> Marlin Schmidt is a fee-only financial advisor at Creative Financial Planning Advisors in South Bend, Indiana, who holds the CFP credential. Creative Financial Planning Advisors reports charging a percentage of assets and hourly fees on its Form ADV.

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

## Facts

- **Firm:** Creative Financial Planning Advisors
- **Based in:** South Bend, Indiana
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $30.4M across 78 accounts
- **Credentials:** CFP
- **CRD:** 414008 (https://adviserinfo.sec.gov/individual/summary/414008)
- **SEC registration:** Investment adviser representative in IN
- **Exams passed:** Series 63 (1991)
- **Firm size:** 1 employee
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.moneymd.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Marlin holds no broker registration, and Creative Financial Planning Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Marlin charge for financial advice?

Marlin's firm, Creative Financial Planning Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Marlin Schmidt based?

Marlin Schmidt is based in South Bend, Indiana.

### What credentials does Marlin Schmidt hold?

Marlin Schmidt holds the CFP credential.

### Is Marlin Schmidt registered with the SEC?

Yes. Marlin Schmidt is registered as an investment adviser representative in IN (CRD 414008), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Creative Financial Planning Advisors manage?

Creative Financial Planning Advisors reports $30.4M across 78 accounts in assets under management.

### How do I contact Marlin Schmidt?

Through Marlin's website, www.moneymd.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/414008): 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.