Schaefer Financial Management, Inc. fees
Financial planner in Centennial, Colorado. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 26, 2026, Schaefer Financial Management, Inc. (Centennial, CO) charges $250 an hour and a flat or project fee from $2,500 for financial planning.
- Website: schaeferfinancial.com (opens in new tab)
- Call (303) 770-6700
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change.
- Hourly rate
- $250/hr
Below the Colorado median of $293; 26% of the 129 other planners in Colorado that publish an hourly rate charge less.
“Should the engagement expand or should there be additional planning work required after the development of the initial plan, such work will be billed at the rate of $250 per hour.”
- Flat or project fee
- From $2,500
Starts at $2,500; the Colorado median is $5,500.
“The minimum initial fee for financial planning services is $2,500.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- $2,500 planning fee (stated in the brochure)
- Credentials held at the firm
- CFP® professional (opens in new tab) and CPA
- Team size
- 9 employees
- Registered since
- 1989 (37 years)
How Schaefer Financial Management, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “When reviews are conducted, they are billed at the rate of $250 per hour with a four-hour minimum.”
- “Work completed up until the time of termination will be billed at $250 per hour.”
- “Charges for consultations of this type will be billed at the rate of $250 per hour.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 446
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $1.1 billion
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of March 26, 2026
- CRD number
- 110110 (opens in new tab)
- Phone
- (303) 770-6700
Registered or notice filed in 9 states: Arizona, California, Colorado, Florida, Massachusetts, New Hampshire, New York, North Carolina, Texas
Other planners in Centennial that publish fees
- FFG Retirement CounselingCentennialAnnual up to $10,000/yr
- Loyd Financial Management Inc.CentennialHourly up to $395/hr
- Simply StewardCentennialAnnual $3,600-$5,500/yr
More planners in Colorado that publish fees
- Black Capital, LLCCortezHourly $200/hr, Flat $300
- Ask DollyDenverMonthly $50-$100/mo
- Winding Trail Financial Planning, LLCLafayetteHourly $250/hr
- Schlanger FinancialLittletonAnnual $6,250-$10,000/yr
- Wealth Engineers, LLCDenverHourly $350-$500/hr, Monthly $500-$1,000/mo
- The Wealth Conservancy, Inc.BoulderFlat $1,000-$50,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.