Cole Williams
Shotwell Rutter Baer · Lansing, Michigan
Cole Williams is a fee-only financial advisor at Shotwell Rutter Baer in Lansing, Michigan. Shotwell Rutter Baer reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Shotwell Rutter Baer |
|---|---|
| Based in | Lansing, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $183.9M across 835 accounts |
| SEC registration | Investment adviser representative in CA, FL, HI, IN, MI, TX · CRD 7711681 |
| Exams passed | Series 65 (2024) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.srbadvisors.com |
How Cole's firm compares
- Shotwell Rutter Baer's average account is about $220,000, from its Form ADV (assets managed divided by 835 accounts).
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Questions about Cole
Is Cole Williams a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Cole holds no broker registration, and Shotwell Rutter Baer reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Cole charge for financial advice?
Cole's firm, Shotwell Rutter Baer, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Cole Williams based?
Cole Williams is based in Lansing, Michigan.
Is Cole Williams registered with the SEC?
Yes. Cole Williams is registered as an investment adviser representative in CA, FL, HI, IN, MI and TX (CRD 7711681), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Shotwell Rutter Baer manage?
Shotwell Rutter Baer reports $183.9M across 835 accounts in assets under management.
How do I contact Cole Williams?
Through Cole's website, www.srbadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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