Roger Scheffel
Roger Scheffel is a registered investment advisor at Clearstead; Hartland & CO., Llc; Clearstead Advisory Solutions, based in Norfolk, VA, with 23 years of industry experience. Roger operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 4,635 clients with $24B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clearstead's investment advisory fees are based on a percentage of the assets they manage or a fixed annual retainer. Most clients pay between 0.10% and 1.00% annually. The fee is negotiable and varies based on the client's circumstances, including the size and complexity of their account and the services provided.
Location
150 West Main Street Suite 1700, Norfolk, VA, 23510
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Regulatory History
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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Roger is a portfolio manager at Wilbanks Smith & Thomas Asset Management since 2009, spending a few hours per week. He also serves as Assistant Vice President at Lafayette Advisors, LLC and Vice President at WST Investment Trust, dedicating minimal time to each.
Employment History
Current Registrations
Clearstead; Hartland & CO., Llc; Clearstead Advisory Solutions
Previous Registrations
Wilbanks, Smith & Thomas Asset Management, LLC
UBS Financial Services INC.
State Registrations3 states
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.