Peter Schmitt
Schmitt Wealth Advisers · Cincinnati, Ohio
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.
Request an introduction to Peter →
Specialties
Who they serve
- Pre-retirees
Facts
| Firm | Schmitt Wealth Advisers |
|---|---|
| Based in | Cincinnati, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $135.0M across 320 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in KY, OH · CRD 6638158 |
| Exams passed | Series 65 (2015) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.prolifeinvestor.com |
| Profile |
How Peter's firm compares
- Schmitt Wealth Advisers's average account is about $422,000, from its Form ADV (assets managed divided by 320 accounts).
Request an introduction to Peter
Tell Peter a little about what you're looking for. Peter isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Peter
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.
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
- Schmitt Wealth Advisers 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.
See something wrong? Request a correction. Read our methodology.