Jacob Schmidt
Jacob Schmidt is a CFP-designated registered investment advisor at Financial Planning Services, based in Fort Wayne, IN, with 13 years of industry experience. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 472 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial Planning Services offers investment management through the Advisor Managed Portfolios program. The fee is a percentage of your account balance, charged quarterly. The exact percentage varies, but the table below shows the minimum and maximum fees you might pay depending on the size of your account. You may also pay separate transaction charges for trades.
Location
6920 Pointe Inverness Way, Ste 170, Fort Wayne, IN, 46804
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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 ActivitiesSells Insurance
Jacob is an insurance broker since 2015 and sells insurance products as part of financial plans, dedicating about a quarter of his time to this. He also provides financial planning services and is a board member for the Fort Wayne Estate Planning Council, spending minimal time on the latter.
Employment History
Current Registrations
Financial Planning Services
Osaic Wealth, INC.Broker
Previous Registrations
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
State Registrations33 states
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.