# Jeffrey Schaefer

> Jeffrey Schaefer is a fee-only financial advisor at Schaefer Financial Management in Englewood, Colorado, who holds the CFP credential. Jeffrey 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.

Page: https://find.wellspent.co/advisors/jeffrey-schaefer/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Schaefer Financial Management
- **Based in:** Englewood, Colorado
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $1.11B across 1,776 accounts
- **Credentials:** CFP
- **Specialties:** Estate & legacy planning, Tax planning
- **CRD:** 1233525 (https://adviserinfo.sec.gov/individual/summary/1233525)
- **SEC registration:** Investment adviser representative in AZ, CA, CO, NH, TX
- **Exams passed:** Series 63 (1984)
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** http://www.schaeferfinancial.com

## Frequently asked questions

### Is Jeffrey Schaefer a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jeffrey 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 Jeffrey charge for financial advice?

Jeffrey's firm, Schaefer Financial Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Jeffrey Schaefer based?

Jeffrey Schaefer is based in Englewood, Colorado.

### What does Jeffrey specialize in?

Jeffrey's specialties include estate & legacy planning and tax planning.

### What credentials does Jeffrey Schaefer hold?

Jeffrey Schaefer holds the CFP credential.

### Is Jeffrey Schaefer registered with the SEC?

Yes. Jeffrey Schaefer is registered as an investment adviser representative in AZ, CA, CO, NH and TX (CRD 1233525), 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 Jeffrey Schaefer?

Through Jeffrey's website, www.schaeferfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1233525): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://schaeferfinancial.com/): specialties, clients served, and fees, checked October 30, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.