Timothy
Schmidt
Oak Hill Wealth Advisors, LLC
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About this Advisor
Timothy Schmidt is a certified financial planner based out of Leesburg, Virginia with a total of 1 year of industry experience. Schmidt works at Oak Hill Wealth Advisors, LLC. During their career, Schmidt has held roles at Wells Fargo Clearing Services, LLC, United States Army and Oak Hill Wealth Advisors. Schmidt holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Texas and Virginia. Oak Hill Wealth Advisors, LLC is a registered investment business that has its headquarters in Leesburg, VA. It has $486 million in assets across its 1,097 accounts, placing it among the larger financial advisory firms in the country by assets under management. Of its 1,097 customer accounts, 40% belong to high-net-worth investors who have greater than $1 million in investable assets. Oak Hill Wealth Advisors, LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fee schedules usually are based on which services are provided. Fees charged by Oak Hill Wealth Advisors, LLC likely are comprised of any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Oak Hill Wealth Advisors, LLC Brokerage Details
$485,503,890
7
1,097
$442,574
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Timothy Schmidt Work History
Timothy has been registered as a financial advisor for 1 years.*
Oak Hill Wealth Advisors
Wells Fargo Clearing Services, LLC
United States Army
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Timothy Schmidt to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Oak Hill Wealth Advisors, LLC
Leesburg, VA
Leesburg, VA
Leesburg, VA
Leesburg, VA
Leesburg, VA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
