SCHAEFFER FINANCIAL LLC

4612 Great Oak Road
Rockville, Maryland 20853
Tel: 301-933-5550

About SCHAEFFER FINANCIAL LLC

SCHAEFFER FINANCIAL LLC, formally registered with the SEC as SCHAEFFER FINANCIAL LLC. The firm was established in 01/03/2005. They have over 4 offices throughout the country.

SCHAEFFER FINANCIAL LLC is a Rockville, Maryland based Financial Planning firm with nearly $223,248,023 assets under management, offering retirement planning & investment advisory services to 435 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	133697
SEC#	801-63790
Assets Managed by Firm	$223,248,023
No. of Clients	435
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (NEGOTIATED RATES BASED ON EST. TIME SPENT ON SPECIFIC PROJECT)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	435	$223,248,023
Individuals (other than high net worth individuals)	53	$77,605,760
High net worth individuals	184	$145,642,263

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