Eric Schaefer
Centurion Wealth Management · Mclean, Virginia
Eric Schaefer is a fee-only financial advisor at Centurion Wealth Management in Mclean, Virginia, who holds the CFP credential. Centurion Wealth Management reports charging a percentage of assets, hourly fees and performance-based fees on its Form ADV.
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Facts
| Firm | Centurion Wealth Management |
|---|---|
| Based in | Mclean, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Performance-based fees |
| Assets under management | $786.2M across 1,504 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in VA · CRD 5736537 |
| Exams passed | Series 66 (2010) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | open.spotify.com |
How Eric's firm compares
- Centurion Wealth Management's average account is about $523,000, from its Form ADV (assets managed divided by 1,504 accounts).
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Questions about Eric
Is Eric Schaefer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Eric holds no broker registration, and Centurion Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Eric charge for financial advice?
Eric's firm, Centurion Wealth Management, reports charging a percentage of assets, hourly fees and performance-based fees on its SEC Form ADV.
Where is Eric Schaefer based?
Eric Schaefer is based in Mclean, Virginia.
What credentials does Eric Schaefer hold?
Eric Schaefer holds the CFP credential.
Is Eric Schaefer registered with the SEC?
Yes. Eric Schaefer is registered as an investment adviser representative in VA (CRD 5736537), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Centurion Wealth Management manage?
Centurion Wealth Management reports $786.2M across 1,504 accounts in assets under management.
How do I contact Eric Schaefer?
Through Eric's website, open.spotify.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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