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The fee is billed in advance and is negotiable.","source":"MOWERY & SCHOENFELD WEALTH MANAGEMENT ADV PART A, filed 14 January 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Mowery & Schoenfeld Wealth Management use?","answer":"Mowery & Schoenfeld Wealth Management’s separately managed account assets are held at Fidelity Distributors Company LLC (Smithfield, RI), with $444M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 16 January 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Mowery & Schoenfeld Wealth Management have?","answer":"Mowery & Schoenfeld Wealth Management has 6 investment adviser representatives registered with state securities authorities, out of 10 employees, and 6 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Mowery & Schoenfeld Wealth Management invest in?","answer":"At the end of its last fiscal year, Mowery & Schoenfeld Wealth Management’s separately managed accounts held 55% registered funds (mutual funds, ETFs, BDCs), 23% exchange-traded equities, 17% state and local bonds, 3% cash and equivalents, 1% investment grade corporate bonds and 1% derivatives.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Mowery & Schoenfeld Wealth Management?","answer":"Mowery & Schoenfeld Wealth Management’s direct owners are Jeffery Mowery, Keith Schoenfeld, Michael Deering and Kristen McCullough, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 16 January 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Mowery & Schoenfeld Wealth Management get paid?","answer":"Mowery & Schoenfeld Wealth Management is paid through a percentage of assets under management and commissions. 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