Karen Schaeffer is a CFP-designated registered investment advisor at Schaeffer Financial LLC, based in Rockville, MD, with 34 years of industry experience. Karen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 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 may be waived, reduced, or negotiated. Certain legacy clients may be subject to a different fee schedule.
Fee Estimator
Location
4612 Great Oak Road, Rockville, MD, 20853
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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 →Other Business Activities
Karen is a member of the board of directors for the Lincoln Institute of Land Policy, a nonprofit private operating foundation, since September 2024. This requires a few hours per week, with minimal time spent during trading hours.
Employment History
Current Registrations
Schaeffer Financial LLC
Previous Registrations
Financial Services Advisory INC
State Registrations1 state
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