Kevin Schaefer
Kevin Schaefer is a CFP-designated registered investment advisor at Spirit West Advisors, LLC, based in Scottsdale, AZ, with 15 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 324 clients with $110M 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 $1.0M | 1.55% |
| $1.0M - $2.0M | 1.35% |
| $2M+ | 1.15% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee. For accounts managed on the Asset Dedication Platform, Clients will be billed a flat annual fee of up to $125 per account per year. This fee is in addition to SWA’s fee disclosed above.
Fee Estimator
Location
5011 N. Granite Reef Road, Scottsdale, AZ, 85250
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Kevin is the owner and insurance agent at Spirit West Certified Planning, LLC, where he sells insurance, dedicating about half of his time to this activity. He is also a non-managing member of Mohave Land Group, LLC and a managing member of 39th Street Properties, LLC, both involved in bare land real estate investing, spending minimal time on each.
Employment History
Current Registrations
Spirit West Advisors, LLC
Previous Registrations
Gradient Advisors, LLC
Client One Securities LLC
Investment Advisors CORP
State Registrations2 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.