Richard Schoenfeld
Intervest · Chevy Chase, Maryland
Richard Schoenfeld is a fee-only financial advisor at Intervest in Chevy Chase, Maryland, who holds the CFP credential. Intervest reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Intervest |
|---|---|
| Based in | Chevy Chase, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $247.0M across 339 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MD · CRD 1454540 |
| Exams passed | Series 63 (1986) · Series 65 (1996) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.intervestltd.com |
How Richard's firm compares
- Intervest's average account is about $728,000, from its Form ADV (assets managed divided by 339 accounts).
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Questions about Richard
Is Richard Schoenfeld a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Richard holds no broker registration, and Intervest reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Richard charge for financial advice?
Richard's firm, Intervest, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Richard Schoenfeld based?
Richard Schoenfeld is based in Chevy Chase, Maryland.
What credentials does Richard Schoenfeld hold?
Richard Schoenfeld holds the CFP credential.
Is Richard Schoenfeld registered with the SEC?
Yes. Richard Schoenfeld is registered as an investment adviser representative in MD (CRD 1454540), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Intervest manage?
Intervest reports $247.0M across 339 accounts in assets under management.
How do I contact Richard Schoenfeld?
Through Richard's website, www.intervestltd.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Chevy Chase
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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