Advisor at Schmerge Executive Planning Services, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Schmerge Executive Planning Services, Inc.
Location
Cincinnati, OH 45203
Credentials
ChFC®, Series 63
Industry experience
44 years
Mark Schmerge is the president of Schmerge Executive Planning Services, Inc. in Cincinnati, OH, holding the ChFC® designation and Series 63 license with 44 years of industry experience. He has been with Fortune Financial Services, Inc. since 2012 and has led his own firm since 1989. Schmerge is also an independent insurance agent. Schmerge Executive Planning Services provides wealth management and financial planning for individuals, families, trusts, corporations, and company retirement plans. The firm employs model-driven investment strategies sourced from third-party research and manages portfolios on a discretionary basis with an emphasis on downside risk control.
Based on Schmerge Executive Planning Services, Inc.
Based on Schmerge Executive Planning Services, Inc.
Based on Schmerge Executive Planning Services, Inc.
$0 - $100,000: 1.44% annually (0.36% quarterly) $100,000 - $499,999: 1.24% annually (0.31% quarterly) $500,000 - $999,999: 1.04% annually (0.26% quarterly) $1,000,000+: 0.80% annually (0.20% quarterly)
Commissions on securities and insurance products through associated broker-dealer and insurance licenses.
Hourly fees charged for Financial Planning Services; amounts disclosed in engagement letter.
Account minimum: $100,000 Fee-only: Hourly fees for financial planning may be charged; fee may be waived based on account size.
700 W. Pete Rose Way, Suite 5 D
Cincinnati, OH 45203
Kentucky · Michigan · Ohio
Fortune Financial Services, Inc.
2012 - Present (14 years)
Schmerge Executive Planning Services Inc
1989 - Present (37 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
PFS™, Series 63, Series 65
Cincinnati, OH
Russo Investment Management
Series 65
Cincinnati, OH
J1 Capital LLC
CFP®
Edgewood, KY
Hannegan Wealth Management, LLC
CFA®, Series 63, Series 65
Cincinnati, OH
Virgil Wealth Advisory
CFA®, Series 63
Cincinnati, OH
Ten Talents Asset Management
CFP®, Series 66
Cincinnati, OH
Phase Line Financial
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")