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Schaeffer Financial LLC

Headquartered in ROCKVILLE, MD

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Firm Information

Schaeffer Financial LLC is an investment advisor based in Rockville, MD. The firm, with 1 licensed agent and 5 investment advisor representatives, manages approximately $223.25 million in regulatory assets under management for 435 accounts. Schaeffer Financial LLC offers financial planning, educational seminars, selection of other advisors, and portfolio management for individuals. They primarily serve high-net-worth individuals (184 clients) and individuals other than high-net-worth (53 clients).

Schaeffer Financial LLC

4612 GREAT OAK ROAD

ROCKVILLE, MD 20853

$223.25M

Assets Under Management

237

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Negotiated rates based on est. time spent on specific project

Branch Locations (4)

SCHAEFFER FINANCIAL LLC has a total of 4 branch locations across the country.
location

HOUSTON, TX

location

ROCKVILLE, MD

location

Kalamazoo, MI

location

Jacksonville, FL

Advisors at Schaeffer Financial LLC

View All 5 Advisors
Unclaimed
Richard Wayne Schaeffer

CFP®, RA

ROCKVILLE, MD

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Unclaimed
Karen Patricia Schaeffer

CFP®, RA

ROCKVILLE, MD

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Unclaimed
Kaitlin Yardley

CFP®, RA

ROCKVILLE, MD

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Unclaimed
Claire Ramzy Dwyer

CFP®, RA

ROCKVILLE, MD

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Unclaimed
Brandon Keehr

CFP®, RA

ROCKVILLE, MD

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Disclosures

There are no public disclosures for Schaeffer Financial LLC.

Frequently Asked Questions (6)

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