Marla Schroeder
Contravisory Investment Management · Moraga, California
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.
Request an introduction to Marla →
Facts
| Firm | Contravisory Investment Management |
|---|---|
| Based in | Moraga, California |
| Fee model (firm's Form ADV) | Percentage of assets · Performance-based fees |
| Assets under management | $701.7M across 655 accounts |
| SEC registration | Investment adviser representative in CA · CRD 8038791 |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.contravisory.com |
How Marla's firm compares
- Contravisory Investment Management's average account is about $1.1 million, from its Form ADV (assets managed divided by 655 accounts).
Request an introduction to Marla
Tell Marla a little about what you're looking for. Marla 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 Marla
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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.