Advisor at Creative Financial Planning Advisors, Inc.
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Firm
Creative Financial Planning Advisors, Inc.
Location
South Bend, IN 46614-5565
Credentials
CFP®, Series 63
Industry experience
50 years
Marlin Schmidt is a CFP® professional with 50 years of industry experience. He is the sole advisor at Creative Financial Planning Advisors, Inc., where he has worked since 2018. Prior to that, he spent over 17 years at Questar Capital Corporation and 13 years at Questar Asset Management. Outside of his advisory role, Schmidt teaches jogging and fitness classes at Indiana University South Bend, donating his salary to the university foundation. Creative Financial Planning Advisors, Inc. provides discretionary portfolio management primarily to medium- to high-net-worth individuals and family groups, as well as trusts, IRAs, corporations, and not-for-profit organizations. The firm uses fundamental analysis and third-party research to build individualized portfolios and offers a range of financial planning services including retirement, tax, and estate planning.
Based on Creative Financial Planning Advisors, Inc.
Based on Creative Financial Planning Advisors, Inc.
Fixed fee basis for non-discretionary management and other financial planning/consulting services, fees negotiable
$10,000 - $29,999: 2.00% Annually $30,000 - $74,999: 1.75% Annually $75,000 - $149,999: 1.50% Annually $150,000 - $499,999: 1.00% Annually $500,000 - $999,999: 0.75% Annually $1,000,000 - $1,999,999: 0.60% Annually $2,000,000+: 0.50% Annually
$300.00 per hour for consulting services
Annual or monthly retainer fee arrangements available, negotiated with client
Account minimum: $10,000 Fee-only: $300.00 per hour for consulting without portfolio management; fixed fee basis for non-discretionary management and other financial planning services, fees negotiable
914 Lincoln Way West, Suite 212
South Bend, IN 46614-5565
Indiana
Creative Financial Planning Advisors
2018 - Present (8 years)
Questar Asset Management
2005 - 2018 (13 years)
Questar Capital Corporation
2001 - 2018 (17 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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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.
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