# Steven Jefferys

> Steven Jefferys is a fee-only financial advisor at Arch Financial Advisors, LLC in Bethesda, Maryland, who holds the CFA, CFP and MBA credentials. Steven focuses on retirement planning and tax planning. Arch Financial Advisors, LLC reports charging hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/steven-jefferys/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Arch Financial Advisors, LLC
- **Based in:** Bethesda, Maryland
- **Fee model (firm's Form ADV):** Hourly; Fixed fees
- **Works virtually:** Yes (firm's website)
- **Credentials:** CFA, CFP, MBA
- **Specialties:** Retirement planning, Tax planning
- **Works with:** Pre-retirees, Retirees
- **CRD:** 5729960 (https://adviserinfo.sec.gov/individual/summary/5729960)
- **SEC registration:** Investment adviser representative in MD
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://archfinancialadvisors.com

## Frequently asked questions

### Is Steven Jefferys a fee-only financial advisor?

Yes. Steven Jefferys is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Steven's firm.

### How does Steven charge for financial advice?

Steven's firm, Arch Financial Advisors, LLC, reports charging hourly fees and fixed fees on its SEC Form ADV.

### Does Steven work with clients virtually?

Yes. Arch Financial Advisors, LLC says on its website that it works with clients remotely.

### Where is Steven Jefferys based?

Steven Jefferys is based in Bethesda, Maryland.

### What does Steven specialize in?

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

### What credentials does Steven Jefferys hold?

Steven Jefferys holds the CFA, CFP and MBA credentials.

### Is Steven Jefferys registered with the SEC?

Yes. Steven Jefferys is registered as an investment adviser representative in MD (CRD 5729960), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How do I contact Steven Jefferys?

Through Steven's website, archfinancialadvisors.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/6989): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.archfinancialadvisors.com/): specialties, clients served, and fees, checked October 28, 2026

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