Cole Schafer
Sequoia Wealth Management Group · Gardnerville, Nevada
Cole Schafer is a fee-only financial advisor at Sequoia Wealth Management Group in Gardnerville, Nevada. Sequoia Wealth Management Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Sequoia Wealth Management Group |
|---|---|
| Based in | Gardnerville, Nevada |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $238.4M across 327 accounts |
| SEC registration | Investment adviser representative in NV · CRD 8324812 |
| Exams passed | Series 65 (2026) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.sequoiawmg.com |
How Cole's firm compares
- Sequoia Wealth Management Group's average account is about $729,000, from its Form ADV (assets managed divided by 327 accounts).
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Questions about Cole
Is Cole Schafer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Cole holds no broker registration, and Sequoia Wealth Management Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Cole charge for financial advice?
Cole's firm, Sequoia Wealth Management Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Cole Schafer based?
Cole Schafer is based in Gardnerville, Nevada.
Is Cole Schafer registered with the SEC?
Yes. Cole Schafer is registered as an investment adviser representative in NV (CRD 8324812), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sequoia Wealth Management Group manage?
Sequoia Wealth Management Group reports $238.4M across 327 accounts in assets under management.
How do I contact Cole Schafer?
Through Cole's website, www.sequoiawmg.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Gardnerville
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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