# Marla Schroeder

> Marla Schroeder is a fee-only financial advisor at Contravisory Investment Management in Moraga, California. Contravisory Investment Management reports charging a percentage of assets and performance-based fees on its Form ADV.

Page: https://find.wellspent.co/advisors/marla-schroeder/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Contravisory Investment Management
- **Based in:** Moraga, California
- **Fee model (firm's Form ADV):** Percentage of assets; Performance-based fees
- **Assets under management (firm):** $701.7M across 655 accounts
- **CRD:** 8038791 (https://adviserinfo.sec.gov/individual/summary/8038791)
- **SEC registration:** Investment adviser representative in CA
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** https://www.contravisory.com

## Frequently asked questions

### Is Marla Schroeder a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Marla holds no broker registration, and Contravisory Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Marla charge for financial advice?

Marla's firm, Contravisory Investment Management, reports charging a percentage of assets and performance-based fees on its SEC Form ADV.

### Where is Marla Schroeder based?

Marla Schroeder is based in Moraga, California.

### Is Marla Schroeder registered with the SEC?

Yes. Marla Schroeder is registered as an investment adviser representative in CA (CRD 8038791), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Contravisory Investment Management manage?

Contravisory Investment Management reports $701.7M across 655 accounts in assets under management.

### How do I contact Marla Schroeder?

Through Marla's website, www.contravisory.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8038791): 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

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