Schaffer & Company Asset Management, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$330/hr

“Fees or Expenses In addition to portfolio management fees listed above, additional services such as comprehensive financial planning, tax planning, estate planning, 529 plans, general consultation outside of investment advisory services related to portfolio management, etc. shall be billed at $330 per hour or fixed…”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Schaffer & Company Asset Management, Inc. bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are payable at the end of each month, computed on the value of the account using the last known balance of the account on the last day of the month.”
• “The fee is prorated for a partial month based on the number of days in the month.”
• “Invoices are mailed out at the beginning of the month for pension clients who do not have accounts with CHARLES SCHWAB.”

How Schaffer & Company Asset Management, Inc.’s fees compare

• Its hourly rate of $330 is above the Florida median of $288. 65% of the 372 other Florida planners that publish an hourly rate charge less.
• 12 of the 16 other planners in Jacksonville that publish an hourly rate charge less.

About Schaffer & Company Asset Management, Inc.

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2015 (11 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

Clients

300

Employees

1

Works with

Individuals, high net worth individuals, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting

Assets managed

$90,781,774

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

138463

Website

gregoryschaffer.com (opens in new tab)

Phone

(585) 563-8626

Can advise clients in 3 states: Florida, New York, Texas

Other planners in Jacksonville that publish fees

• Allegiance Financial Advisors, Inc.Jacksonville$200/hr, $500⁠-⁠$4,000
• Attainable WealthJacksonville$300/hr, $3,600⁠-⁠$8,000
• Contemporary Financial PlanningJacksonville$1,000⁠-⁠$25,000, $1,250⁠-⁠$6,000/qtr
• CovingtonalsinaJacksonville$150⁠-⁠$500/hr, $500⁠-⁠$5,000
• Create Wealth Financial Planning LLCJacksonville$1,000
• Img Wealth Management, Inc.Jacksonville$150/hr

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