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Michael Joseph Schaeffer

PRECISION FIDUCIARY PARTNERS
AUSTIN, TX
·CRD# 1682655·39 years experience

Professional Summary

Michael Joseph Schaeffer, who also goes by Michael J Schaeffer, Mike Schaeffer, Michael Schaeffer, is a registered financial advisor currently at PRECISION FIDUCIARY PARTNERS, LLC located in Austin, Texas. Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Michael has worked at 10 firms and has passed the Series 65, Series 66, Series 63, SIE, Series 7, Series 6, Series 51, Series 24 and Series 26 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Michael J Schaeffer, Mike Schaeffer, Michael Schaeffer

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

39 years in the financial services industry

Current & Past Employments

Current

PRECISION FIDUCIARY PARTNERS, LLCCurrent·CRD# 149694
RIA
6300 Bridgepoint Parkway Building 1, Suite 300, Austin, TX 78730
June 10, 2025 - Present

Past

PFS INVESTMENTS INC.Past·CRD# 10111
BD
Mission Viejo, CA
October 23, 2023 - January 7, 2025
SECURITIES AMERICA ADVISORS, INC.Past·CRD# 110518
RIA
Pasadena, CA
February 9, 2022 - August 9, 2023
EQUITABLE DISTRIBUTORS, LLCPast·CRD# 25900
BD
Charlotte, NC
May 10, 2011 - January 3, 2020
VALIC FINANCIAL ADVISORS, INC.Past·CRD# 42803
RIA
Glendale, CA
February 5, 2009 - May 11, 2011
VALIC FINANCIAL ADVISORS, INC.Past·CRD# 42803
BD
Glendale, CA
March 11, 2008 - May 11, 2011
SECURITY DISTRIBUTORSPast·CRD# 3336
BD
Topeka, KS
June 1, 2000 - April 2, 2008
METROPOLITAN LIFE INSURANCE COMPANYPast·CRD# 4095
BD
New York, NY
December 18, 1995 - May 10, 2000
MSI FINANCIAL SERVICES, INC.Past·CRD# 14251
BD
Springfield, MA
December 18, 1995 - May 10, 2000
CUE FINANCIAL GROUP, INC.Past·CRD# 21033
BD
Phoenix, AZ
February 3, 1993 - March 30, 1995
METROPOLITAN LIFE INSURANCE COMPANYPast·CRD# 4095
BD
New York, NY
May 2, 1990 - February 11, 1993
MSI FINANCIAL SERVICES, INC.Past·CRD# 14251
BD
Springfield, MA
April 25, 1990 - February 11, 1993
UR FINANCIAL, INC.Past·CRD# 10509
BD
May 10, 1989 - April 25, 1990

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Current Firm

PF
PRECISION FIDUCIARY PARTNERS, LLC

LEAFHOUSE CAPITAL ADVISORS, LLC | PRECISION FIDUCIARY PARTNERS, LLC | LEAFHOUSE FINANCIAL ADVISORS, LLC

CRD#: 149694 / SEC#: 801-78809
RIA
Registered Investment Advisory firm - SEC (11/18/2013 Approved)
Texas
Registered Investment Advisory firm - Texas (12/20/2013 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

6300 Bridgepoint Parkway Building 1, Suite 300, Austin, TX 78730

Phone Number

(512) 879-1505

# of Employees

17

SEC notice filing (48 States and Territories)

Registered to provide investment advisory services in 48 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

LEAFHOUSE - ADV 2A (7/1/2026)

Regulatory Assets Under Management

Total Number of Accounts

4,224

AUM (Assets Under Management)

$24,079,375,901

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PF
PRECISION FIDUCIARY PARTNERS, LLC

LEAFHOUSE CAPITAL ADVISORS, LLC | PRECISION FIDUCIARY PARTNERS, LLC | LEAFHOUSE FINANCIAL ADVISORS, LLC

CRD#: 149694 / SEC#: 801-78809
RIA
Registered Investment Advisory firm - SEC (11/18/2013 Approved)
Texas
Registered Investment Advisory firm - Texas (12/20/2013 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
California
(10/3/2025)
IAR
Texas
(6/10/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jul 2025About the Series 65 exam

Series 66 — Uniform Combined State Law Examination

Passed Feb 2009About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Nov 1987About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Aug 1994About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed May 1989About the Series 6 exam

Series 51 — Municipal Fund Securities Principal Examination

Passed Mar 2009About the Series 51 exam

Series 24 — General Securities Principal Examination

Passed Oct 2008About the Series 24 exam

Series 26 — Investment Company Products/Variable Contracts Principal Examination

Passed Nov 1990About the Series 26 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Michael Joseph Schaeffer's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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