Timothy Schaefer
Encore Wealth Advisors · Morris, Minnesota
Timothy Schaefer is a fee-only financial advisor at Encore Wealth Advisors in Morris, Minnesota, who holds the CFP credential. Encore Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Encore Wealth Advisors |
|---|---|
| Based in | Morris, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $121.7M across 1,004 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MN · CRD 2493666 |
| Exams passed | Series 63 (1994) · Series 65 (1999) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.encorewealthadvisors.net |
| Profile |
How Timothy's firm compares
- Encore Wealth Advisors's average account is about $121,000, from its Form ADV (assets managed divided by 1,004 accounts).
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Questions about Timothy
Is Timothy Schaefer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Timothy holds no broker registration, and Encore Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Timothy charge for financial advice?
Timothy's firm, Encore Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Timothy Schaefer based?
Timothy Schaefer is based in Morris, Minnesota.
What credentials does Timothy Schaefer hold?
Timothy Schaefer holds the CFP credential.
Is Timothy Schaefer registered with the SEC?
Yes. Timothy Schaefer is registered as an investment adviser representative in MN (CRD 2493666), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Encore Wealth Advisors manage?
Encore Wealth Advisors reports $121.7M across 1,004 accounts in assets under management.
How do I contact Timothy Schaefer?
Through Timothy's website, www.encorewealthadvisors.net.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Minnesota
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
- 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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