Steven Schleupner
Councilor · Smithsburg, Maryland
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.
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Specialties
Who they serve
- Founders
Facts
| Firm | Councilor |
|---|---|
| Based in | Smithsburg, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $316.9M across 395 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in MD · CRD 4646290 |
| Exams passed | Series 66 (2003) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.cbmcpa.com |
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Questions about Steven
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.
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
- Councilor 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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