# Adam Schaffer

> Adam Schaffer is a fee-only financial advisor at A Schaffer Advisor Services in Norwalk, Ohio. A Schaffer Advisor Services reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/adam-schaffer/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** A Schaffer Advisor Services
- **Based in:** Norwalk, Ohio
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $2.3M across 10 accounts
- **CRD:** 6465438 (https://adviserinfo.sec.gov/individual/summary/6465438)
- **SEC registration:** Investment adviser representative in OH
- **Exams passed:** Series 65 (2015)
- **Firm size:** 1 employee
- **Disclosures:** None reported

## Frequently asked questions

### Is Adam Schaffer a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Adam holds no broker registration, and A Schaffer Advisor Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Adam charge for financial advice?

Adam's firm, A Schaffer Advisor Services, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Adam Schaffer based?

Adam Schaffer is based in Norwalk, Ohio.

### Is Adam Schaffer registered with the SEC?

Yes. Adam Schaffer is registered as an investment adviser representative in OH (CRD 6465438), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does A Schaffer Advisor Services manage?

A Schaffer Advisor Services reports $2.3M across 10 accounts in assets under management.

### How do I contact Adam Schaffer?

Contact details aren't on file yet. Search for A Schaffer Advisor Services.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6465438): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.