Brandon Keehr
Schaeffer Financial · Rockville, Maryland
Brandon Keehr is a fee-only financial advisor at Schaeffer Financial in Rockville, Maryland, who holds the CFP credential. Schaeffer Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Brandon →
Facts
| Firm | Schaeffer Financial |
|---|---|
| Based in | Rockville, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $257.7M across 247 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MI · CRD 7569252 |
| Exams passed | Series 63 (2022) |
| Firm size | 7 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.schaefferfinancial.com |
| Profile |
How Brandon's firm compares
- Schaeffer Financial's average account is about $1.0 million, from its Form ADV (assets managed divided by 247 accounts).
Request an introduction to Brandon
Tell Brandon a little about what you're looking for. Brandon 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 Brandon
Is Brandon Keehr a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brandon holds no broker registration, and Schaeffer Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brandon charge for financial advice?
Brandon's firm, Schaeffer Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Brandon Keehr based?
Brandon Keehr is based in Rockville, Maryland.
What credentials does Brandon Keehr hold?
Brandon Keehr holds the CFP credential.
Is Brandon Keehr registered with the SEC?
Yes. Brandon Keehr is registered as an investment adviser representative in MI (CRD 7569252), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Schaeffer Financial manage?
Schaeffer Financial reports $257.7M across 247 accounts in assets under management.
How do I contact Brandon Keehr?
Through Brandon's website, www.schaefferfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Rockville
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.