# Peter Schmitt

> Peter Schmitt is a fee-only financial advisor at Schmitt Wealth Advisers in Cincinnati, Ohio, who holds the CFP credential. Peter focuses on retirement planning. Schmitt Wealth Advisers reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Schmitt Wealth Advisers
- **Based in:** Cincinnati, Ohio
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $135.0M across 320 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning
- **Works with:** Pre-retirees
- **CRD:** 6638158 (https://adviserinfo.sec.gov/individual/summary/6638158)
- **SEC registration:** Investment adviser representative in KY, OH
- **Exams passed:** Series 65 (2015)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.prolifeinvestor.com

## Frequently asked questions

### Is Peter Schmitt a fee-only financial advisor?

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

### How does Peter charge for financial advice?

Peter's firm, Schmitt Wealth Advisers, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Peter Schmitt based?

Peter Schmitt is based in Cincinnati, Ohio.

### What does Peter specialize in?

Peter's specialties include retirement planning. Peter works with pre-retirees.

### What credentials does Peter Schmitt hold?

Peter Schmitt holds the CFP credential.

### Is Peter Schmitt registered with the SEC?

Yes. Peter Schmitt is registered as an investment adviser representative in KY and OH (CRD 6638158), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Schmitt Wealth Advisers manage?

Schmitt Wealth Advisers reports $135.0M across 320 accounts in assets under management.

### How do I contact Peter Schmitt?

Through Peter's website, www.prolifeinvestor.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6638158): 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://schmittwealthadvisers.com/): specialties, clients served, and fees, checked October 30, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.