# Stephen Scherer

> Stephen Scherer is a fee-only financial advisor at Private Financial Counseling in Los Angeles, California. Private Financial Counseling reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** Private Financial Counseling
- **Based in:** Los Angeles, California
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $262.5M across 382 accounts
- **CRD:** 4390218 (https://adviserinfo.sec.gov/individual/summary/4390218)
- **SEC registration:** Investment adviser representative in CA
- **Firm size:** 10 employees
- **Disclosures:** None reported

## Frequently asked questions

### Is Stephen Scherer a fee-only financial advisor?

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

### How does Stephen charge for financial advice?

Stephen's firm, Private Financial Counseling, reports charging a percentage of assets on its SEC Form ADV.

### Where is Stephen Scherer based?

Stephen Scherer is based in Los Angeles, California.

### Is Stephen Scherer registered with the SEC?

Yes. Stephen Scherer is registered as an investment adviser representative in CA (CRD 4390218), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Private Financial Counseling manage?

Private Financial Counseling reports $262.5M across 382 accounts in assets under management.

### How do I contact Stephen Scherer?

Contact details aren't on file yet. Search for Private Financial Counseling.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4390218): 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.