Brittani Schaefer
Brittani Schaefer is a CFP, ChFC-designated registered investment advisor at Rfg Advisory, LLC, based in Creve Coeur, MO, with 11 years of industry experience. Brittani operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 13,845 clients with $6.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RFG Advisory charges a fee based on a percentage of the value of your portfolio. This fee covers the Financial Advisor's services, an RFG platform fee (up to 0.50%), and potentially a strategist fee. The total fee can vary depending on the services provided and the Financial Advisor you work with. Fees are billed quarterly, in advance. Accounts under $10,000 managed through SMArtX incur an additional $10 per month platform fee.
Location
Three City Place Drive, Suite 590, Creve Coeur, MO, 63141
Get directionsHistory
Regulatory History (3)
Customer Dispute
May 2025Customer Dispute
September 2024Customer Dispute
June 2022Other Business ActivitiesSells Insurance
Brittani is the owner and wealth advisor for Cooper Tower Wealth, dedicating full-time hours to investment advice. She is also an independent insurance agent for Crump Insurance, spending about half her time on insurance investment advice.
Employment History
Current Registrations
Rfg Advisory, LLC
Previous Registrations
Arete Wealth Advisors, LLC
Arete Wealth Management, LLCBroker
Edward Jones
Edward JonesBroker
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.