Kaitlin Yardley is a CFP-designated registered investment advisor at Schaeffer Financial LLC, based in Houston, TX, with 14 years of industry experience. Kaitlin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Federal Employees, High Net Worth, Insurance Planning, and 3 more. Their firm serves 247 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $5.0M | 0.80% |
| $5M+ | 0.65% |
Fees are negotiable on a client-by-client basis. Alternatively, the firm may charge an annual fixed fee if mutually agreed upon.
Fee Estimator
Location
Houston, TX
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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.
Learn about disclosures →Employment History
Current Registrations
Schaeffer Financial LLC
Previous Registrations
Yeske Buie INC.
Schaeffer Financial LLC
State Registrations1 state
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
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