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Tim Schaffer

Rmr Wealth Builders, INC.
31 Years of Experience
Cheyenne, WY
View SEC Summary
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Tim Schaffer is a registered investment advisor at Rmr Wealth Builders, INC., based in Cheyenne, WY, with 31 years of industry experience. Tim operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 8 more. Their firm serves 2,099 clients with $2.9B in assets under management.

Rmr Wealth Builders, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
53 advisors
Number of Clients
2,099 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$2.9B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.65%

Fees are charged as a flat percentage of total assets under management up to a maximum annual rate of 2.65%. Fees are negotiable based on account value, services provided, and other factors.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Cheyenne, WY

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Rmr Wealth Builders, INC.
October 2020 - Present · 6 yrs
Previous Registrations
Calton & Associates, INC.
January 2015 - May 2023 · 8 yrs 4 mos
Calton & Associates, INC.Broker
January 2015 - May 2023 · 8 yrs 4 mos
Woodbury Financial Services, INC.
March 2008 - January 2015 · 6 yrs 10 mos
Woodbury Financial Services, INC.Broker
March 2008 - January 2015 · 6 yrs 10 mos
Park Avenue Securities LLC
October 2007 - March 2008 · 5 mos
Park Avenue Securities LLCBroker
October 2007 - March 2008 · 5 mos
Park Avenue Securities LLC
January 2004 - October 2007 · 3 yrs 9 mos
Park Avenue Securities LLCBroker
December 2003 - October 2007 · 3 yrs 10 mos
Dukes & CO Advisory, INC.
April 2000 - December 2003 · 3 yrs 8 mos
Royal Alliance Associates, INC.Broker
June 1999 - December 2003 · 4 yrs 6 mos
Park Avenue Securities LLCBroker
May 1999 - June 1999 · 1 mo
Guardian Investor Services CorporationBroker
January 1998 - May 1999 · 1 yr 4 mos
Guardian Investor Services CorporationBroker
September 1995 - January 1998 · 2 yrs 4 mos
State Registrations3 states
FLTXWY
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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