Steve Schaefer
Eagle Eye Advisory · Westerville, Ohio
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Eagle Eye Advisory |
|---|---|
| Based in | Westerville, Ohio |
| Fee model | Percentage of assets |
| Works virtually | Yes |
| Accepting new clients | Not currently |
| Assets under management | $90.6M across 297 accounts |
| SEC registration | Investment adviser representative in FL, OH · CRD 5085596 |
| Exams passed | Series 65 (2005) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | eagle-eye-advisory.com |
| Profile |
How Steve's firm compares
- Eagle Eye Advisory's average account is about $305,000, from its Form ADV (assets managed divided by 297 accounts).
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Questions about Steve
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.
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
- Eagle Eye Advisory 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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