Schmitt Wealth Advisers, LLC

Schmitt Wealth Advisers provides financial planning, consulting, and investment management primarily for individuals and families, and also serves trusts, estates, pension and charitable entities. Services include discretionary and non‑discretionary portfolio management, model‑based strategies, selection of independent managers, and stand‑alone financial planning engagements with a typical account minimum of $250,000.

The firm implements proprietary model strategies that emphasize diversified exposure across asset classes and seek to match allocations to client risk profiles, using fundamental screening and periodic model adjustments. It also offers optional secondary screens to avoid investments in companies involved in abortion, pornography, embryonic stem cell research, contraception, and related funding—an explicit values‑based exclusion process applied when appropriate to client preferences.

Notable operational features include its fee‑only compensation model—SWA states it does not accept commissions, referral fees, or other outside compensation—and a recent transition to SEC registration after assets exceeded $100 million while operating with a small advisory team. The firm generally requires clients to direct the broker/dealer used for execution (while recommending an institutional custodian) and typically does not accept proxy‑voting authority, which can affect trade execution and voting logistics compared with some peers.