Steven Schmitt
Willow · Rogers, Arkansas
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.
Request an introduction to Steven →
Facts
| Firm | Willow |
|---|---|
| Based in | Rogers, Arkansas |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Assets under management | $127.6M across 358 accounts |
| Credentials | AEP · AIF · CFP |
| SEC registration | Investment adviser representative in AR · CRD 5450875 |
| Exams passed | Series 66 (2007) |
| Firm size | 5 employees |
| Disclosures | None reported |
How Steven's firm compares
- Willow's average account is about $357,000, from its Form ADV (assets managed divided by 358 accounts).
Request an introduction to Steven
Tell Steven a little about what you're looking for. Steven 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 Steven
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.