Steven Schmitt is a CFP-designated registered investment advisor at Willow, based in Rogers, AR, with 18 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 108 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Willow Financial offers wealth management services for a fee, paid quarterly in advance. The annual fee ranges from $5,000 to $40,000, determined by the complexity of the client's needs. The scope of work may include advice and analysis for financial forecasting, portfolio management, tax efficiency, work benefits, insurance, business planning, estate mapping, investing strategy, income distribution, and risk tolerance. Fees may be negotiable.
Contact
Steven Schmitt
Location
2860 West Walnut Street, Suite 100, Rogers, AR, 72756
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Steven owns Arkansas Native Tree Farms since 2020 and dedicates minimal time to it. He also serves as a director and on the finance committee for CASA of Northwest Arkansas, spending minimal time on this role.
Employment History
Current Registrations
Willow
Previous Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations1 state
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.