Schaeffer Financial & Tax, LLC

Schaeffer Financial & Tax, LLC (CRD# 288669) is a financial advisory firm headquartered in , . They manage $3,926,000 in 49 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.schaefferfinancialandtax.com/
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    49
    ACCOUNTS
  • Average Account Value
    $80,122
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Schaeffer Financial & Tax, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Brad Schaeffer, financial advisor Easton PA
Brad Schaeffer
CRD#: 6068019
Easton, PA

Brad Schaeffer (CRD# 6068019) is an Investment Advisor Representative working at Schaeffer Financial & Tax, LLC in Easton, PA and has over 7 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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