SCHMERGE EXECUTIVE PLANNING SERVICES, INC.

Overview

Schmerge Executive Planning Services, Inc. is an independent registered investment adviser that focuses on financial planning and portfolio management for individuals, families and small businesses, with an additional consulting role on pension matters. The firm blends fee-based advisory work with commissionable products, which suggests a mix of discretionary asset management and client-directed transactions. Their filings show a clear preference for collective investment vehicles—public funds and mutual funds—rather than heavy direct-stock trading or extensive proprietary model benches. Service-wise the firm provides comprehensive financial planning alongside ongoing portfolio oversight. The presence of both discretionary and non‑discretionary relationships indicates they manage assets on behalf of many clients while retaining arrangements that allow clients to make some decisions or use commissionable products. They are not positioned as a multi-state adviser and do not present themselves as a capital allocator to third‑party bespoke private funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices