Kaitlin Yardley
Schaeffer Financial · Rockville, Maryland
Kaitlin Yardley is a fee-only financial advisor at Schaeffer Financial in Rockville, Maryland, who holds the CFP credential. Schaeffer Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Schaeffer Financial |
|---|---|
| Based in | Rockville, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $257.7M across 247 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 5336245 |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.schaefferfinancial.com |
How Kaitlin's firm compares
- Schaeffer Financial's average account is about $1.0 million, from its Form ADV (assets managed divided by 247 accounts).
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Questions about Kaitlin
Is Kaitlin Yardley a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kaitlin holds no broker registration, and Schaeffer Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kaitlin charge for financial advice?
Kaitlin's firm, Schaeffer Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kaitlin Yardley based?
Kaitlin Yardley is based in Rockville, Maryland.
What credentials does Kaitlin Yardley hold?
Kaitlin Yardley holds the CFP credential.
Is Kaitlin Yardley registered with the SEC?
Yes. Kaitlin Yardley is registered as an investment adviser representative in TX (CRD 5336245), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Schaeffer Financial manage?
Schaeffer Financial reports $257.7M across 247 accounts in assets under management.
How do I contact Kaitlin Yardley?
Through Kaitlin's website, www.schaefferfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Rockville
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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