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Advisor

Samuel Schaeffer

Lords Wealth · Nyack, New York

Samuel Schaeffer is a fee-only financial advisor at Lords Wealth in Nyack, New York. Samuel charges a percentage of assets and hourly fees ($100 an hour).

Percentage of assetsHourly Fee-only

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Facts

FirmLords Wealth
Based in Nyack, New York
Fee modelPercentage of assets · Hourly
Fees (firm's website)$100 an hour
SEC registration Investment adviser representative in NY · CRD 7135534
Exams passedSeries 65 (2019)
Firm size1 employee
Disclosures None reported
Websitewww.lordswealth.com

How Samuel's firm compares

  • The hourly rate is $100, below the New York median of $300 for fee-only firms that publish prices.

What fee-only advisors charge in New York

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Questions about Samuel

Is Samuel Schaeffer a fee-only financial advisor?

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

How does Samuel charge for financial advice?

Samuel charges a percentage of assets and hourly fees.

How much does Samuel charge?

According to Lords Wealth's website, checked October 30, 2026: $100 an hour.

Where is Samuel Schaeffer based?

Samuel Schaeffer is based in Nyack, New York.

Is Samuel Schaeffer registered with the SEC?

Yes. Samuel Schaeffer is registered as an investment adviser representative in NY (CRD 7135534), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How do I contact Samuel Schaeffer?

Through Samuel's website, www.lordswealth.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
  • Lords Wealth 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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