Jeffrey Schumacher
Schumacher Financial · Eagan, Minnesota
Jeffrey Schumacher is a fee-only financial advisor at Schumacher Financial in Eagan, Minnesota. Schumacher Financial reports charging a percentage of assets and hourly fees on its Form ADV.
Request an introduction to Jeffrey →
Facts
| Firm | Schumacher Financial |
|---|---|
| Based in | Eagan, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $28.2M across 237 accounts |
| SEC registration | Investment adviser representative in MN · CRD 6517048 |
| Exams passed | Series 63 (2015) · Series 65 (2017) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | schumacherfinancial.com |
How Jeffrey's firm compares
- Schumacher Financial's average account is about $119,000, from its Form ADV (assets managed divided by 237 accounts).
Request an introduction to Jeffrey
Tell Jeffrey a little about what you're looking for. Jeffrey 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 Jeffrey
Is Jeffrey Schumacher a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Schumacher Financial 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, Schumacher Financial, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Jeffrey Schumacher based?
Jeffrey Schumacher is based in Eagan, Minnesota.
Is Jeffrey Schumacher registered with the SEC?
Yes. Jeffrey Schumacher is registered as an investment adviser representative in MN (CRD 6517048), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Schumacher Financial manage?
Schumacher Financial reports $28.2M across 237 accounts in assets under management.
How do I contact Jeffrey Schumacher?
Through Jeffrey's website, schumacherfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Eagan
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.
See something wrong? Request a correction. Read our methodology.