Schmidt Financial Management
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About
Schmidt Financial Management provides discretionary investment management and financial planning to individual and high‑net‑worth households, including trusts, estates and retirement accounts. The firm manages household assets and implements customized portfolios through unaffiliated third‑party managers, mutual funds, ETFs and individual securities while also offering standalone financial planning and consulting.
The firm emphasizes customized, non‑model portfolio construction using a blend of fundamental and technical analysis and detailed fund vetting; its brochure specifically cites the use of Morningstar ratings and other third‑party research when evaluating funds. Schmidt delegates manager due diligence and manager recommendations to an external provider (Wealthspire) and conducts regular account reviews and updated financial roadmaps for clients.
What distinguishes Schmidt from many peers is its scale and operating model: it manages roughly $497 million with a small advisory team, producing a high AUM per advisor and maintaining a $5 million account minimum (subject to waiver). The firm also uses sub‑advisers for manager implementation and maintains custody authority via standing letters of authorization, reflecting a hybrid model that combines in‑house planning with outsourced manager selection.
Client services
Expertise
Fee options
$0 - $1,000,000: 0.90% annually $1,000,000 - $2,000,000: 0.80% annually $2,000,000 - $4,000,000: 0.70% annually $4,000,000 - $7,000,000: 0.60% annually $7,000,000 - $10,000,000: 0.50% annually $10,000,000 - $25,000,000: 0.40% annually $25,000,000+: 0.30% annually
Account minimum: $5,000,000 Minimum fee: Minimum quarterly fee of $2,000
Main office
3435 Carillon Point
Kirkland WA 98033
Advisors at this office
2
Most active in
California · Texas · Washington
Also doing business as
Schmidt Financial Management · Schmidt Financial Management, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Quick links
Advisors at this firm
Evan S
Verified by Warmer
CFP®, Series 65
Kirkland, WA
Schmidt Financial Management
Evan Schmidt is a Certified Financial Planner™ (CFP®) with 16 years of industry experience. He has been with Schmidt Financial Management since 2019 and previously worked at Schmidt Financial Group, Inc. from 2009 to 2024. Schmidt Financial Management provides discretionary investment management and financial planning services to individual and high-net-worth households, including trusts, estates, and retirement accounts. The firm uses a customized, non-model portfolio approach combining fundamental and technical analysis, delegating manager due diligence to an external provider while conducting regular account reviews and financial planning updates.
Dominic H
Series 65
Kirkland, WA
Schmidt Financial Management
Dominic Hubert is a financial advisor at Schmidt Financial Management with four years of industry experience. He holds the Series 65 designation and previously worked for Deloitte & Touche LLP for 15 years. Hubert joined Schmidt Financial Group in 2021 before continuing with Schmidt Financial Management. Schmidt Financial Management provides discretionary investment management and financial planning services to individual and high-net-worth households, including trusts, estates, and retirement accounts. The firm utilizes a customized, non-model portfolio construction approach, blending fundamental and technical analysis and leveraging third-party research, while delegating manager due diligence to an external provider.
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