SCHAEFER WEALTH MANAGEMENT, INC.

Overview

Schaefer Wealth Management, Inc. is a small independent registered investment adviser focused on individual and family clients. The firm blends fee-based advisory services with insurance brokerage, offering financial planning, portfolio management for individuals and small businesses, the selection of outside advisers, and educational workshops. Its business model is that of a capital allocator: while much of the client exposure sits in pooled public funds, the firm also directs assets to third-party managers and insurance solutions when appropriate. The firm operates with a mixed fee schedule—percentage of AUM, hourly and fixed fees, and commissions—allowing flexibility across planning engagements and product-driven solutions. Schaefer Wealth Management is not positioned as an ESG specialist and does not report multi-state adviser status; it appears to serve a concentrated client base with an emphasis on packaged mutual fund strategies and insurance-based products.

Assets & Accounts

Investments & Alternatives

Location & Offices