Brian Schaeffer
Impact Financial · Chicago, Illinois
Brian Schaeffer is a fee-only financial advisor at Impact Financial in Chicago, Illinois, who holds the CFP credential. Impact Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Impact Financial |
|---|---|
| Based in | Chicago, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $25.8M across 120 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IL · CRD 5249766 |
| Exams passed | Series 66 (2008) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.planningimpact.com |
How Brian's firm compares
- Impact Financial's average account is about $215,000, from its Form ADV (assets managed divided by 120 accounts).
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Questions about Brian
Is Brian Schaeffer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Impact Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brian charge for financial advice?
Brian's firm, Impact Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Brian Schaeffer based?
Brian Schaeffer is based in Chicago, Illinois.
What credentials does Brian Schaeffer hold?
Brian Schaeffer holds the CFP credential.
Is Brian Schaeffer registered with the SEC?
Yes. Brian Schaeffer is registered as an investment adviser representative in IL (CRD 5249766), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Impact Financial manage?
Impact Financial reports $25.8M across 120 accounts in assets under management.
How do I contact Brian Schaeffer?
Through Brian's website, www.planningimpact.com.
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.
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