Marlin Schmidt
Creative Financial Planning Advisors · South Bend, Indiana
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.
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Facts
| Firm | Creative Financial Planning Advisors |
|---|---|
| Based in | South Bend, Indiana |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $30.4M across 78 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IN · CRD 414008 |
| Exams passed | Series 63 (1991) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.moneymd.com |
How Marlin's firm compares
- Creative Financial Planning Advisors's average account is about $390,000, from its Form ADV (assets managed divided by 78 accounts).
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Questions about Marlin
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.
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
- 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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