Brad Schaeffer is a registered investment advisor at Schaeffer Financial & Tax, LLC, based in Easton, PA, with 9 years of industry experience. Brad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 31 clients with $6.2M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are calculated as a blended rate based on household assets under management and billed monthly in arrears.
Fee Estimator
Location
417 Cattell St., Easton, PA, 18042
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 Activities
Brad owns Schaeffer Financial & Tax, LLC, where he works as an accountant preparing and filing income tax returns for small businesses and non-profits. He dedicates nearly full-time hours to this activity during tax season and about a quarter of his time during the rest of the year.
Employment History
Current Registrations
Schaeffer Financial & Tax, 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
More Advisors
- Ryan Conlin, CFPWealthcare Advisory Partners LLC
- Benjamin Delp, ChFC
- Joseph Parsons, CFPWealthcare Advisory Partners LLC
- Jason Vigne, CFPBlue Water Financial Investor Coaching, LLC
- Gosia Sutcliffe, ChFC
- John Sobrinski, ChFCLPL Financial LLC