Schmitt Wealth Advisers, LLC

Schmitt Wealth Advisers, LLC provides financial planning, consulting, and investment and wealth management services primarily to individuals and families, and also accepts pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. Services are offered on both discretionary and non‑discretionary bases and include portfolio management, standalone financial planning engagements, and the selection and ongoing monitoring of Independent Managers.

The firm emphasizes risk management and uses proprietary model strategies that allocate across multiple asset classes — including individual equities, ETFs, mutual funds, bonds, and, where appropriate, alternative exposures — to align portfolios with each client’s risk tolerance and objectives. Investment decisions are driven by research-based screening and model allocations that can be tailored to client constraints and preferences.

Notable aspects of the firm include its fee-only compensation model — Schmitt states it does not accept commissions, referral fees, or other outside compensation — and its transition to SEC registration in 2025 after exceeding $100 million in regulatory AUM. The firm also employs an uncommon secondary screening approach to identify and avoid investments in companies involved in activities such as abortion, pornography, embryonic stem cell research, contraception, and funding of abortion providers, and it may include less typical strategy options (for example, arbitrage and precious‑metal funds) within its models.