Gavin Forrest
Schaefer Financial Management · Centennial, Colorado
Gavin Forrest is a fee-only financial advisor at Schaefer Financial Management in Centennial, Colorado, who holds the CFP credential. Gavin focuses on estate & legacy planning and tax planning. Schaefer Financial Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Schaefer Financial Management |
|---|---|
| Based in | Centennial, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $1.11B across 1,776 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO · CRD 7326675 |
| Exams passed | Series 65 (2025) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.schaeferfinancial.com |
How Gavin's firm compares
- Schaefer Financial Management's average account is about $628,000, from its Form ADV (assets managed divided by 1,776 accounts).
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Questions about Gavin
Is Gavin Forrest a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gavin holds no broker registration, and Schaefer Financial Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Gavin charge for financial advice?
Gavin's firm, Schaefer Financial Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Gavin Forrest based?
Gavin Forrest is based in Centennial, Colorado.
What does Gavin specialize in?
Gavin's specialties include estate & legacy planning and tax planning.
What credentials does Gavin Forrest hold?
Gavin Forrest holds the CFP credential.
Is Gavin Forrest registered with the SEC?
Yes. Gavin Forrest is registered as an investment adviser representative in CO (CRD 7326675), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Schaefer Financial Management manage?
Schaefer Financial Management reports $1.11B across 1,776 accounts in assets under management.
How do I contact Gavin Forrest?
Through Gavin's website, www.schaeferfinancial.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
- Schaefer Financial Management website : specialties, clients served, and fees, checked October 30, 2026
- 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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