SCHAEFFER FINANCIAL & TAX, LLC

SCHAEFFER FINANCIAL & TAX, LLC is an SEC-registered investment adviser (CRD 288669). Regulatory assets under management: $6.2M.

Registration

• CRD: 288669
• Type: Registered investment adviser
• Phone: 610-438-4664
• Latest filing: 2026-03-26
• Regulatory AUM: $6.2M
• Discretionary AUM: $6.2M
• Clients: 1
• Accounts: 68

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 288669 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search