Schaeffer Financial LLC

Schaeffer Financial LLC (CRD# 133697) is a financial advisory firm headquartered in Rockville, MD. They manage $199,443,466 in 414 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
4612 Great Oak Road, Rockville, MD 20853
http://www.schaefferfinancial.com
By the Numbers
  • Total Assets Under Management
    199
    MILLION
  • Total Number of Accounts
    414
    ACCOUNTS
  • Average Account Value
    $481,748
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, DC, FL, MD, MI, NC, NY, PA, TX, VA

Financial Advisors at Schaeffer Financial LLC
Showing 1 - 5 of 5 top financial advisors.
1
Claire Dwyer, financial advisor Rockville MD
Claire R. Dwyer
CRD#: 6570914
4612 Great Oak Road, Rockville, MD 20853

Claire Dwyer (CRD# 6570914) is an Investment Advisor Representative working at Schaeffer Financial LLC in Rockville, MD and has 1 year of experience in the finance industry.

2
Karen Schaeffer, financial advisor Rockville MD
Karen P. Schaeffer
CRD#: 705691
4612 Great Oak Road, Rockville, MD 20853

Karen Schaeffer (CRD# 705691) is an Investment Advisor Representative working at Schaeffer Financial LLC in Rockville, MD and has over 44 years of experience in the finance industry.

3
Richard Schaeffer, financial advisor Rockville MD
Richard W. Schaeffer
CRD#: 1202659
4612 Great Oak Road, Rockville, MD 20853

Richard Schaeffer (CRD# 1202659) is an Investment Advisor Representative working at Schaeffer Financial LLC in Rockville, MD and has over 40 years of experience in the finance industry.

4
Kaitlin Yardley, financial advisor Rockville MD
Kaitlin Yardley
CRD#: 5336245
4612 Great Oak Road, Rockville, MD 20853

Kaitlin Yardley (CRD# 5336245) is an Investment Advisor Representative working at Schaeffer Financial LLC in Rockville, MD and has 1 year of experience in the finance industry.

5
Brandon Keehr, financial advisor Rockville MD
Brandon Keehr
CRD#: 7569252
4612 Great Oak Road, Rockville, MD 20853

Brandon Keehr (CRD# 7569252) is an Investment Advisor Representative working at Schaeffer Financial LLC in Rockville, MD and has 1 year 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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