Steven Schoenfeld
The Rice Partnership · San Luis Obispo, California
Steven Schoenfeld is a fee-only financial advisor at The Rice Partnership in San Luis Obispo, California. Steven focuses on family wealth transfer. The Rice Partnership reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
Facts
| Firm | The Rice Partnership |
|---|---|
| Based in | San Luis Obispo, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $985.5M across 1,240 accounts |
| SEC registration | Investment adviser representative in CA, HI · CRD 1893449 |
| Exams passed | Series 63 (1990) · Series 66 (2005) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.thericepartnership.com |
How Steven's firm compares
- The Rice Partnership's average account is about $795,000, from its Form ADV (assets managed divided by 1,240 accounts).
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Questions about Steven
Is Steven Schoenfeld a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Steven holds no broker registration, and The Rice Partnership 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, The Rice Partnership, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Steven Schoenfeld based?
Steven Schoenfeld is based in San Luis Obispo, California.
What does Steven specialize in?
Steven's specialties include family wealth transfer. Steven works with retirees.
Is Steven Schoenfeld registered with the SEC?
Yes. Steven Schoenfeld is registered as an investment adviser representative in CA and HI (CRD 1893449), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does The Rice Partnership manage?
The Rice Partnership reports $985.5M across 1,240 accounts in assets under management.
How do I contact Steven Schoenfeld?
Through Steven's website, www.thericepartnership.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
- The Rice Partnership 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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