Adam Schaffer
A Schaffer Advisor Services · Norwalk, Ohio
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.
Request an introduction to Adam →
Facts
| Firm | A Schaffer Advisor Services |
|---|---|
| Based in | Norwalk, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $2.3M across 10 accounts |
| SEC registration | Investment adviser representative in OH · CRD 6465438 |
| Exams passed | Series 65 (2015) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Adam's firm compares
- A Schaffer Advisor Services's average account is about $229,000, from its Form ADV (assets managed divided by 10 accounts).
Request an introduction to Adam
Tell Adam a little about what you're looking for. Adam isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Adam
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.