Rebecca Aardal
Schaefer Financial Management · Centennial, Colorado
Rebecca Aardal is a fee-only financial advisor at Schaefer Financial Management in Centennial, Colorado, who holds the CFP credential. Rebecca focuses on estate & legacy planning and tax planning. Schaefer Financial Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Schaefer Financial Management |
|---|---|
| Based in | Centennial, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $1.11B across 1,776 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO · CRD 5495455 |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.schaeferfinancial.com |
How Rebecca's firm compares
- Schaefer Financial Management's average account is about $628,000, from its Form ADV (assets managed divided by 1,776 accounts).
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Questions about Rebecca
Is Rebecca Aardal a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Rebecca holds no broker registration, and Schaefer Financial Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Rebecca charge for financial advice?
Rebecca's firm, Schaefer Financial Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Rebecca Aardal based?
Rebecca Aardal is based in Centennial, Colorado.
What does Rebecca specialize in?
Rebecca's specialties include estate & legacy planning and tax planning.
What credentials does Rebecca Aardal hold?
Rebecca Aardal holds the CFP credential.
Is Rebecca Aardal registered with the SEC?
Yes. Rebecca Aardal is registered as an investment adviser representative in CO (CRD 5495455), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Schaefer Financial Management manage?
Schaefer Financial Management reports $1.11B across 1,776 accounts in assets under management.
How do I contact Rebecca Aardal?
Through Rebecca's website, www.schaeferfinancial.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
- Schaefer Financial Management website : specialties, clients served, and fees, checked October 30, 2026
- 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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