Steven Jefferys
Arch Financial Advisors, LLC · Bethesda, Maryland
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.
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Specialties
Who they serve
- Pre-retirees
- Retirees
Facts
| Firm | Arch Financial Advisors, LLC |
|---|---|
| Based in | Bethesda, Maryland |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Works virtually | Yes |
| Credentials | CFA · CFP · MBA |
| SEC registration | Investment adviser representative in MD · CRD 5729960 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | archfinancialadvisors.com |
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Questions about Steven
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Bethesda
Other advisors in Maryland who focus on retirement planning
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Arch Financial Advisors, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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