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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 04-12-1989
- Office Locations
- 1
Office Locations
About Schaefer Financial Management, Inc.
Schaefer Financial Management, Inc. is a Colorado-based RIA providing integrated financial planning and investment management for retail clients. The team coordinates with outside professionals and builds portfolios alongside the financial plan, with an explicit focus on tax-aware implementation. Reported portfolios lean heavily on ETFs, and custody relationships include Charles Schwab.
Reported data analysis
What the numbers show
Between March 30, 2025 and March 26, 2026, reported AUM increased 13.9%, from $979.1M to $1.1B.
Across 5 reported observations, AUM increased 46.7% between June 8, 2022 and March 26, 2026, from $760.0M to $1.1B.
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 7 advisory representatives and 446 clients, or 63.7 clients per representative. That equates to $2.5M in reported AUM per client.
The profile lists 1 reported office location and 37 years in operation. The source data was last updated on March 26, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Schaefer Financial Management, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JEFFREY ALAN SCHAEFER
Certified Financial Planner, Chairman, President
- CRD
- #1233525
- Ownership
- 75% or more
REBECCA A AARDAL
Chief Compliance Officer
- CRD
- #5495455
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Gavin Forrest
Wealth Management Associate
- CRD
- #7326675
LOWELL CLINTON HANSEN III
Certified Financial Planner
- CRD
- #1477047
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $1,114,890,977 | $627,754 |
| Total | $1,114,890,977 | $627,754 |
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Separately Managed Accounts
SMA allocation detail is available
Schaefer Financial Management, Inc. has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.