Schaeffer Financial LLC fees and pricing
Financial planner in Rockville, Maryland. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 2, 2026, Schaeffer Financial LLC charges a flat or project fee of $875 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 2, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $875
“ITEM 5 FEES & COMPENSATION Financial Planning Fee For the financial planning session where we discuss your financial needs and review the data you brought to the meeting, we will charge a negotiable fixed fee not to exceed $875.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Schaeffer Financial LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Financial planning fees are based on a negotiable hourly rate not to exceed $475 per hour depending upon the level of service engaged by our staff.”
- “Such fees are individually negotiated, based upon the scope and complexity of the engagement, and charged semi-annually (June 30th and December 31st) in arrears.”
- “Billing Your account will be billed semi-annually (i.e., June 30th and December 31st) in arrears based on the aggregate, fair market value of your portfolio and where it falls within our tiered fee schedule.”
How Schaeffer Financial LLC’s fees compare
- Its flat or project fee of $875 is below the Maryland median of $4,335. 11% of the 133 other Maryland planners that publish a flat or project fee charge less.
- None of the 8 other planners in Rockville that publish a flat or project fee charge less.
About Schaeffer Financial LLC
“Schaeffer Managing Member 705691 Kaitlin Schaeffer Yardley Chief Compliance Officer 5336245 Mission We help guide people to smart money decisions through competent, ethical, affordable financial planning advice.”
- Firm size: 7 employees.
- Founded: 2004 (22 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 247
- Employees
- 7
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops
- Assets managed
- $257,695,379
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 133697
- Phone
- (301) 933-5550
Can advise clients in 10 states: California, District of Columbia, Florida, Maryland, Michigan, North Carolina, New York, Pennsylvania, Texas, Virginia
Other planners in Rockville that publish fees
- Capital Squared Financial LLCRockville$250-$395/hr, $750-$6,000
- CHC Financial Solutions, LLCRockville$2,500-$15,000
- CWM Financial Group, Inc.Rockville$75-$250/hr, $75-$5,000
- Ferguson-Johnson Wealth Management, Inc.Rockville$400/hr
- Foxman Asset Advisors Inc.Rockville$220/hr, $1,500-$10,000
- Fsa Wealth PartnersRockville$5,000/yr
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.