# Steve Schaefer

> Steve Schaefer is a fee-only financial advisor at Eagle Eye Advisory in Westerville, Ohio. Steve charges a percentage of assets and focuses on retirement planning.

Page: https://find.wellspent.co/advisors/steve-schaefer/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Eagle Eye Advisory
- **Based in:** Westerville, Ohio
- **Fee model:** Percentage of assets
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Not currently (firm's website)
- **Assets under management (firm):** $90.6M across 297 accounts
- **Specialties:** Retirement planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 5085596 (https://adviserinfo.sec.gov/individual/summary/5085596)
- **SEC registration:** Investment adviser representative in FL, OH
- **Exams passed:** Series 65 (2005)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://eagle-eye-advisory.com/

## Frequently asked questions

### Is Steve Schaefer a fee-only financial advisor?

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

### How does Steve charge for financial advice?

Steve charges a percentage of assets.

### Does Steve work with clients virtually?

Yes. Eagle Eye Advisory says on its website that it works with clients remotely.

### Where is Steve Schaefer based?

Steve Schaefer is based in Westerville, Ohio.

### What does Steve specialize in?

Steve's specialties include retirement planning. Steve works with retirees and pre-retirees.

### Is Steve Schaefer registered with the SEC?

Yes. Steve Schaefer is registered as an investment adviser representative in FL and OH (CRD 5085596), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Eagle Eye Advisory manage?

Eagle Eye Advisory reports $90.6M across 297 accounts in assets under management.

### How do I contact Steve Schaefer?

Through Steve's website, eagle-eye-advisory.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5085596): 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
- The firm's website (https://eagle-eye-advisory.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.