# Michael Schwartz

> Michael Schwartz is a fee-only financial advisor at MZ Capital in Washington, District of Columbia. Michael focuses on tax planning, estate & legacy planning and small business owners. MZ Capital reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** MZ Capital
- **Based in:** Washington, District of Columbia
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $150.1M across 71 accounts
- **Specialties:** Tax planning, Estate & legacy planning, Small business owners, Physicians & residents, Founders (pre-exit), Family wealth transfer
- **Works with:** Physicians, Founders
- **CRD:** 2240459 (https://adviserinfo.sec.gov/individual/summary/2240459)
- **SEC registration:** Investment adviser representative in MD
- **Exams passed:** Series 63 (2007), Series 65 (2007)
- **Firm size:** 2 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.mzcap.com

## Frequently asked questions

### Is Michael Schwartz a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and MZ Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Michael charge for financial advice?

Michael's firm, MZ Capital, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Michael Schwartz based?

Michael Schwartz is based in Washington, District of Columbia.

### What does Michael specialize in?

Michael's specialties include tax planning, estate & legacy planning, small business owners, physicians & residents, founders (pre-exit) and family wealth transfer. Michael works with physicians and founders.

### Is Michael Schwartz registered with the SEC?

Yes. Michael Schwartz is registered as an investment adviser representative in MD (CRD 2240459), 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 MZ Capital manage?

MZ Capital reports $150.1M across 71 accounts in assets under management.

### How do I contact Michael Schwartz?

Through Michael's website, www.mzcap.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2240459): 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://mzcap.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.