# Steven Schleupner

> Steven Schleupner is a fee-only financial advisor at Councilor in Smithsburg, Maryland, who holds the ChFC credential. Steven focuses on tax planning, estate & legacy planning and divorce financial planning. Councilor reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Councilor
- **Based in:** Smithsburg, Maryland
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $316.9M across 395 accounts
- **Credentials:** ChFC
- **Specialties:** Tax planning, Estate & legacy planning, Divorce financial planning, Small business owners
- **Works with:** Founders
- **CRD:** 4646290 (https://adviserinfo.sec.gov/individual/summary/4646290)
- **SEC registration:** Investment adviser representative in MD
- **Exams passed:** Series 66 (2003)
- **Firm size:** 13 employees
- **Disclosures:** None reported
- **Website:** http://www.cbmcpa.com

## Frequently asked questions

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

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

### How does Steven charge for financial advice?

Steven's firm, Councilor, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Steven Schleupner based?

Steven Schleupner is based in Smithsburg, Maryland.

### What does Steven specialize in?

Steven's specialties include tax planning, estate & legacy planning, divorce financial planning and small business owners. Steven works with founders.

### What credentials does Steven Schleupner hold?

Steven Schleupner holds the ChFC credential.

### Is Steven Schleupner registered with the SEC?

Yes. Steven Schleupner is registered as an investment adviser representative in MD (CRD 4646290), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Councilor manage?

Councilor reports $316.9M across 395 accounts in assets under management.

### How do I contact Steven Schleupner?

Through Steven's website, www.cbmcpa.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4646290): 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://councilor.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.