# Steven Schmitt

> Steven Schmitt is a fee-only financial advisor at Willow in Rogers, Arkansas, who holds the AEP, AIF and CFP credentials. Willow reports charging hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/steven-schmitt/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Willow
- **Based in:** Rogers, Arkansas
- **Fee model (firm's Form ADV):** Hourly; Fixed fees
- **Assets under management (firm):** $127.6M across 358 accounts
- **Credentials:** AEP, AIF, CFP
- **CRD:** 5450875 (https://adviserinfo.sec.gov/individual/summary/5450875)
- **SEC registration:** Investment adviser representative in AR
- **Exams passed:** Series 66 (2007)
- **Firm size:** 5 employees
- **Disclosures:** None reported

## Frequently asked questions

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

Yes. Steven Schmitt is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Steven's firm.

### How does Steven charge for financial advice?

Steven's firm, Willow, reports charging hourly fees and fixed fees on its SEC Form ADV.

### Where is Steven Schmitt based?

Steven Schmitt is based in Rogers, Arkansas.

### What credentials does Steven Schmitt hold?

Steven Schmitt holds the AEP, AIF and CFP credentials.

### Is Steven Schmitt registered with the SEC?

Yes. Steven Schmitt is registered as an investment adviser representative in AR (CRD 5450875), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Willow manage?

Willow reports $127.6M across 358 accounts in assets under management.

### How do I contact Steven Schmitt?

Contact details aren't on file yet. Search for Willow.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/52268): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026

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