Schmidt Financial Group

Your wealth is complex. Your plan should be clear.

Comprehensive financial planning for executives and technology professionals with equity compensation

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The Schmidt Advantages

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Is complexity holding you back?

Do you know how much equity you should sell and when?

Is it time to connect your equity grants with goals?

Does thinking about how much is at stake give you anxiety?

Are you unsure how to prepare for an IPO or tender offer?

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Read Our Whitepaper

5 Things You Should Do After An IPO

If you’re an employee of a company that goes public, IPO’s can be both exciting and confusing. Here’s a guide to help you steer clear of common pitfalls and start moving toward meaningful financial goals.

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What's It Going To Cost?

We understand that financial advice can’t be dictated by vesting or IPO timelines. That’s why we offer two fee structures so you can have access to the resources you need regardless of your liquidity.

Fixed Fee

If your company is still private and/or your investable assets are below $1 million we are typically compensated using a fixed annual planning fee.

Advisory Fee

If your investable assets are liquid and exceed $1 million we charge an advisory fee that is calculated by multiplying your assets managed and your respective fee tier(s).

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