Schaeffer Financial & Tax, LLC
Firm details
- Headquarters
- ,
- CRD number
- 288669
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals78.27%
- Other21.73%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Schaeffer Financial & Tax, LLC is an owner-operated limited liability company that combines accounting services with advisory work for individuals, families and small businesses. The firm provides portfolio management alongside tax and accounting activities and charges clients through a mix of AUM-based fees, hourly billing and fixed fees. Schaeffer is not positioned as a capital allocator or pension consultant, is not active on ESG investing, and does not present itself as a multi-state advisory platform.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds63%
- Cash & Cash Equivalents29%
- Exchange Traded Equities8%
Contacts
1 of 1
Brad Schaeffer
Financial Advisor, AccountantCRD 6068019
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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