Schaeffer Financial LLC

Schaeffer Financial LLC (CRD# 133697) is a financial advisory firm headquartered in Rockville, MD. They manage $147,506,780 in 445 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    148
    MILLION
  • Total Number of Accounts
    445
    ACCOUNTS
  • Average Account Value
    $331,476
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Schaeffer Financial LLC
Showing 1 - 4 of 4 top financial advisors.
1
Karen P. Schaeffer
CRD#: 705691
4612 Great Oak Road, Rockville, MD 20853
96
Wealthminder
score

Karen Schaeffer (CRD# 705691) is an Investment Advisor Representative working at Schaeffer Financial LLC in Rockville, MD and has over 36 years of experience in the finance industry. Karen Schaeffer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Richard W. Schaeffer
CRD#: 1202659
4612 Great Oak Road, Rockville, MD 20853
96
Wealthminder
score

Richard Schaeffer (CRD# 1202659) is an Investment Advisor Representative working at Schaeffer Financial LLC in Rockville, MD and has over 32 years of experience in the finance industry. Richard Schaeffer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Jared M. Lund
CRD#: 6311393
4612 Great Oak Road, Rockville, MD 20853
90
Wealthminder
score

Jared Lund (CRD# 6311393) is an Investment Advisor Representative working at Schaeffer Financial LLC in Rockville, MD and has 1 year of experience in the finance industry. Jared Lund has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Kaitlin K. Yardley
CRD#: 5336245
Houston, TX
90
Wealthminder
score

Kaitlin Yardley (CRD# 5336245) is an Investment Advisor Representative working at Schaeffer Financial LLC in Houston, TX and has 1 year of experience in the finance industry. Kaitlin Yardley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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