Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kaitlin? Claim Your ProfileKaitlin Yardley is a financial advisor with Schaefffer Financial LLC. Kaitlin has been working in the financial services industry since August 2014 and has a Certified Financial Planner designation. Kaitlin's firm manages approximately $223 million in client assets. Schaefffer Financial LLC is a fee-only firm, which means that the firm is compensated by its clients through hourly charges, fixed fees, and a percentage of assets under management. The firm specializes in providing financial planning services to individuals, families, and businesses. Kaitlin has been registered with the state of Texas since January 12, 2015.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Negotiated rates based on est. time spent on specific project
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MD
01/12/2015 - Present
Schaeffer Financial LLC (ROCKVILLE MD)
Active
Inactive
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