Phillip Schemel
Schemco · Westport, Connecticut
Phillip Schemel is a fee-only financial advisor at Schemco in Westport, Connecticut. Schemco reports charging a percentage of assets, hourly fees and performance-based fees on its Form ADV.
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Facts
| Firm | Schemco |
|---|---|
| Based in | Westport, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Performance-based fees |
| Assets under management | $6.4M across 6 accounts |
| SEC registration | Investment adviser representative in CT · CRD 1861052 |
| Exams passed | Series 63 (1988) · Series 65 (2011) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Phillip's firm compares
- Schemco's average account is about $1.1 million, from its Form ADV (assets managed divided by 6 accounts).
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Questions about Phillip
Is Phillip Schemel a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Phillip holds no broker registration, and Schemco reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Phillip charge for financial advice?
Phillip's firm, Schemco, reports charging a percentage of assets, hourly fees and performance-based fees on its SEC Form ADV.
Where is Phillip Schemel based?
Phillip Schemel is based in Westport, Connecticut.
Is Phillip Schemel registered with the SEC?
Yes. Phillip Schemel is registered as an investment adviser representative in CT (CRD 1861052), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Schemco manage?
Schemco reports $6.4M across 6 accounts in assets under management.
How do I contact Phillip Schemel?
Contact details aren't on file yet. Search for Schemco.
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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