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CFP
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CFP

Timothy Shmidl

Aprio Wealth Management, LLC
37 Years of Experience
Overland Park, KS
Sells Insurance
View SEC Summary
View SEC Summary

Timothy Shmidl is a CFP-designated registered investment advisor at Aprio Wealth Management, LLC, based in Overland Park, KS, with 37 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Estate Planning, and 4 more. Their firm serves 1,699 clients with $4.2B in assets under management.

Aprio Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
37 advisors
Number of Clients
1,699 clients
Average Client Portfolio
$2.4M average
Assets Under Management
$4.2B

Fee Structure

Minimum Investment:$250K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.00%
$250K - $2.5M1.00%
$2.5M - $5.0M0.75%
$5.0M - $10.0M0.50%
$10M+0.50%

Fees are subject to negotiation. Accounts are subject to a minimum annual fee of $2,500.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

7101 College Blvd., Suite 900, Overland Park, KS, 66210

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Timothy is an independent insurance agent since 1999, working with various independent insurance companies, dedicating a few hours per week. He is also a board member for The American Home Life Insurance Company since 2012, attending quarterly meetings and dedicating minimal time.

Employment History
Current Registrations
Aprio Wealth Management, LLC
November 2025 - Present · 11 mos
Previous Registrations
Prism Financial Group, L.L.C.
April 2000 - December 2025 · 25 yrs 8 mos
Cambridge Investment Research, INC.Broker
February 1999 - November 2018 · 19 yrs 9 mos
Guardian Investor Services CorporationBroker
November 1989 - February 1999 · 9 yrs 3 mos
Home Life Insurance CompanyBroker
November 1988 - October 1989 · 11 mos
W. S. Griffith & CO., INC.Broker
November 1988 - October 1989 · 11 mos
State Registrations1 state
KS
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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