Steven Schmitt
Advisor at Willow
Updated today
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.
About
Steven Schmitt is a CFP® professional with 18 years of industry experience. He is currently with Willow, where he has worked since 2023, following a 16-year tenure at Thrivent Financial for Lutherans and Thrivent Investment Management Inc. Willow serves individual and high-net-worth clients, as well as trusts and estates, providing wealth management and financial planning services. The firm emphasizes fundamental analysis and a long-term investment approach, typically using ETFs and mutual funds, and offers discretionary portfolio management along with comprehensive planning advice.
Expertise
Based on Willow
Long-term care insurance
Life insurance needs analysis
Disability insurance
Business succession planning
Charitable giving & philanthropy
Fee options
Wealth management fees range from $5,000 to $40,000 annually, negotiated based on size and complexity
Up to $600 per hour for standalone financial planning services
Fee-only: Hourly fees up to $600 per hour for standalone financial planning services
Location
2860 West Walnut Street, Suite 100
Rogers, AR 72756
Most active in
Steven S has reported serving >5 clients in these states in the last 12 months.
Arkansas
Work history
Willow Financial Llc
2023 - Present (3 years)
Thrivent Financial for Lutherans
2007 - 2023 (16 years)
Thrivent Investment Management Inc
2007 - 2023 (16 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Chris P
CFP®
Bentonville, AR
Pape Financial
Every piece of advice that I offer my clients is based on my own journey along this path. I have owned, operated and exited a successful business. I’ve sat across the table from CPAs and attorneys to craft my own financial and estate plan. My wife and I have ensured our children’s needs will be met if anything happens to us. I have a deep understanding of financial markets that comes from managing my own investments including private offerings. Most financial advisors have strong educational backgrounds and significant experience advising clients, but they have not personally experienced the situations through which they are guiding their HNW clients.
Johnathan K
CFA®, Series 65
Bentonville, AR
Krueger Asset Management, LLC
Steven H
Series 65
Centerton, AR
Hoffman Capital Management, LLC
Stephen C
Series 65
Rogers, AR
Steve Chastain Wealth Management LLC
Jacqueline R
CFP®, Series 63, Series 66
Bentonville, AR
Elevated Wealth LLC
Jessica H
CFP®, Series 66
Bentonville, AR
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