Henry Schaefer
Schaefer Financial Management · Centennial, Colorado
Henry Schaefer is a fee-only financial advisor at Schaefer Financial Management in Centennial, Colorado, who holds the CFP credential. Henry 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.
Request an introduction to Henry →
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 7530654 |
| Exams passed | Series 65 (2022) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.schaeferfinancial.com |
| Profile |
How Henry's firm compares
- Schaefer Financial Management's average account is about $628,000, from its Form ADV (assets managed divided by 1,776 accounts).
Request an introduction to Henry
Tell Henry a little about what you're looking for. Henry 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 Henry
Is Henry Schaefer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Henry 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 Henry charge for financial advice?
Henry's firm, Schaefer Financial Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Henry Schaefer based?
Henry Schaefer is based in Centennial, Colorado.
What does Henry specialize in?
Henry's specialties include estate & legacy planning and tax planning.
What credentials does Henry Schaefer hold?
Henry Schaefer holds the CFP credential.
Is Henry Schaefer registered with the SEC?
Yes. Henry Schaefer is registered as an investment adviser representative in CO (CRD 7530654), 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 Henry Schaefer?
Through Henry'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.
See something wrong? Request a correction. Read our methodology.