Karen Schaeffer
Schaeffer Financial · Rockville, Maryland
Karen Schaeffer 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 MD · CRD 705691 |
| Exams passed | Series 63 (1980) · Series 65 (1992) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.schaefferfinancial.com |
| Profile |
How Karen'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 Karen
Is Karen Schaeffer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Karen 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 Karen charge for financial advice?
Karen's firm, Schaeffer Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Karen Schaeffer based?
Karen Schaeffer is based in Rockville, Maryland.
What credentials does Karen Schaeffer hold?
Karen Schaeffer holds the CFP credential.
Is Karen Schaeffer registered with the SEC?
Yes. Karen Schaeffer is registered as an investment adviser representative in MD (CRD 705691), 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 Karen Schaeffer?
Through Karen'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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