A
A Schaffer Advisor Services
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,294,899
Clients
6
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
6
LowAverage account size
$382,483
About
A. Schaffer Advisor Services provides discretionary comprehensive portfolio management and appointment‑based, advice‑only consultations to individuals, high‑net‑worth clients, and small businesses. Portfolios are typically constructed using passive, index‑tracking ETFs, and the firm will advise on or incorporate existing individual securities when clients request it.
The firm follows a long‑term, passive investment approach built around strategic asset allocation and periodic rebalancing, with account reviews at least quarterly. Client onboarding includes gathering information on goals, risk tolerance, tax basis, and family circumstances to develop a customized investment policy and allocation targets; clients may impose reasonable investment restrictions, though some restrictions can limit manageability.
Notable operational and business characteristics include a very small client base (six clients) and roughly $2.3 million in assets under management, along with standalone fixed‑fee advisory appointments available on an as‑needed basis. The firm recommends a particular custodian (Charles Schwab) for custody and trade execution, does not participate in wrap programs or accept third‑party compensation, and the principal holds an AWMA® designation with prior institutional portfolio management experience.
Client services
Financial planning
Portfolio management
Expertise
Passive / index investing
Fee options
$1,000 per appointment
$0 - $1,000,000: 1.85% $1,000,001+: Negotiable below 1.85%
Main office location
A Schaffer Advisor Services
Norwalk OH, United States
Number of offices
1
Most active in
A Schaffer Advisor Services has reported serving >5 clients in these states in the last 12 months.
Ohio
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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