Eric J. Schaefer

EVERMAY WEALTH MANAGEMENT

ARLINGTON, VA 22203

CRD#: 5736537

Professional summary

Eric Josef Schaefer, CFP® is a registered financial advisor currently at EVERMAY WEALTH MANAGEMENT, LLC located in Arlington, Virginia.

Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Eric has worked at 5 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

What are your service offerings?

Business Succession Planning

Comprehensive Financial Planni...

Insurance Planning

Estate Planning

Retirement Planning

Investment Planning

Tax Planning

Employee and Employer Plan Ben...

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Josef Schaefer's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2012

Experience

Current

April 22, 2015 - Present

EVERMAY WEALTH MANAGEMENT, LLC

Office #1: 3901 Fairfax Drive Suite 400, Arlington, VA 22203

RIA

CRD#: 149230

ARLINGTON, VA

Past

June 30, 2012 - April 24, 2015

SAVANT WEALTH MANAGEMENT

RIA

CRD#: 107271

MCLEAN, VA

Past

August 20, 2010 - August 16, 2011

EDELMAN FINANCIAL SERVICES, LLC

RIA

CRD#: 113299

ALEXANDRIA, VA

Past

August 20, 2010 - August 16, 2011

SANDERS MORRIS LLC

CRD#: 20580

ALEXANDRIA, VA

Past

December 18, 2009 - August 2, 2010

SECURITIES SERVICE NETWORK, LLC

CRD#: 13318

GLASTONBURY, CT

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".

EVERMAY WEALTH MANAGEMENT, LLC

CRD#: 149230 / SEC#: 801-70170

RIA

Registered Investment Advisory firm - (3/27/2009 Approved)

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.

Highlighted states indicate IAR registrations

IAR

Texas
(10/30/2023)

IAR

Virginia
(4/22/2015)

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

State Security Law Exam

IAR

Series 66

Date: 3/6/2010

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 12/17/2009

General Securities Representative Examination

Current Firm

EVERMAY WEALTH MANAGEMENT, LLC

CRD#: 149230 / SEC#: 801-70170

RIA

Registered Investment Advisory firm - (3/27/2009 Approved)

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Contact information

Main Address

3901 Fairfax Drive Suite 400, Arlington, VA 22203

Mailing Address

Phone number

(703) 822-5696

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (24 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EVERMAY WEALTH MANAGEMENT FORM ADV PART 2A (8/1/2025)

Regulatory assets under management

Total Number of Accounts	1,787
AUM (Assets Under Management)	$ 1,180,517,977

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
08/21/2025	Cover Page	Report
10/04/2024	Cover Page	Report
10/16/2023	Cover Page	Report
11/18/2022	Cover Page	Report

Red Flags

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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Eric J. Schaefer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Josef Schaefer's CRS (Customer Relationship Summary).

Certified licenses

Experience

EVERMAY WEALTH MANAGEMENT, LLC

SAVANT WEALTH MANAGEMENT

EDELMAN FINANCIAL SERVICES, LLC

SANDERS MORRIS LLC

SECURITIES SERVICE NETWORK, LLC

Primary Firm SEC Registration

EVERMAY WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/6/2010

Series 7

Date: 12/17/2009

Current Firm

EVERMAY WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (24 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

EVERMAY WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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