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FINANCIAL PLANNING SERVICES
Legal name: SCHMIDT, JACOB AARON
CRD 121034File 801-123630
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 17, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$212.6M
Below cohort median (national)
Discretionary AUM
$212.1M
Non-discretionary $552K
Clients
489
1,067 accounts
Employees
7
Bottom 25% of cohort in IN
Identity & registration
ADV Item 1- Organization form
- Sole Proprietorship
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Apr 11, 2022
- Principal office
- 6920 POINTE INVERNESS WAY, STE 170, FORT WAYNE, IN, 46804
- Phone
- 260-469-3218
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $212.6M
- Discretionary AUM
- $212.1M
- Non-discretionary AUM
- $552K
- Discretionary accounts
- 1,058
- Non-discretionary accounts
- 9
- Total accounts
- 1,067
- AUM per client
- $435K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $11.3M |
| Charitable organizations | Fewer than 5 | $3.8M |
| High net worth individuals | 58 | $99.0M |
| Individuals (other than high net worth individuals) | 425 | $98.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.