A Schaffer Advisor Services

Overview

A Schaffer Advisor Services is a small, independent Registered Investment Adviser operating as a limited liability company and run by an individual owner. The firm focuses on financial planning and discretionary portfolio management for individuals, families and small business owners. Its stated investment preference is equities, implemented primarily through exchange-traded instruments and mutual funds. Fee arrangements combine a percentage of assets under management with the option for fixed fees, reflecting a hybrid approach that can suit both ongoing advisory relationships and project-based planning work. The firm does not list active ESG investing as part of its profile, is not positioned as a multi-state adviser, and does not describe itself as a capital allocator. Portfolio activity appears straightforward and execution-focused: liquid, publicly traded securities held at a major custodian rather than allocations to private funds or extensive third-party alternative managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices