Morgan Stanley
46yrs
Top advisor by experience in West Palm Beach
33yrs
Based in West Palm Beach, Florida, Michael Schmidt is a fiduciary financial advisor with 33 years of industry experience. Michael has been with Avalon since 2025; before that, Michael spent seven years at Coastal Asset Management. Michael holds the CFA designation.
One of 476 advisors with offices in West Palm Beach, and one of 439 fiduciaries.
At a glance
Experience33 years (since 1993)
How that compares ?Top 11% by experience nationwide
OfficeWest Palm Beach, FL
FirmAvalon
How the firm is paid ?Percent of assets, Flat fee, Performance fee
Typical client at the firm ?$766,889
States licensed ?1 state
Services through Avalon
Investment management for individuals and small businessesNewsletters and publicationsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2025 – nowAvalonCurrent firm
- 2001 – 2008Coastal Asset ManagementPreviously
Contact Michael
West Palm Beach, FLOffice · Get directions Firm main line(866) 711-2836Headquarters: Avalon · Boca Raton, FL Firm websiteavaloninvest.comIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Michael
Tailored to Michael’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- Your firm can charge performance-based fees. Would that apply to me?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Michael
How do I contact Michael?
Call Avalon at (866) 711-2836 and ask for Michael Schmidt. Michael works from the West Palm Beach, FL office.
How long has Michael been a financial advisor?
Michael has been in the industry since 1993, about 33 years. Top 11% by experience nationwide.
What licenses does Michael hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Avalon reports being paid by a percentage of the assets they manage, flat or fixed fees, a share of investment gains. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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