# Dale Shafer Ii

> Dale Shafer Ii is a fee-only financial advisor at Life Moves Wealth Management, LLC in Scotttsdale, Arizona, who holds the CFP, APMA and CDFA credentials. Dale Shafer charges an ongoing planning fee and focuses on founders (pre-exit), small business owners and retirement planning.

Page: https://find.wellspent.co/advisors/dale-shafer-ii/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Life Moves Wealth Management, LLC
- **Based in:** Scotttsdale, Arizona
- **Fee model:** Ongoing planning fee
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $15.5M across 168 accounts
- **Credentials:** CFP, APMA, CDFA
- **Specialties:** Founders (pre-exit), Small business owners, Retirement planning, Estate & legacy planning
- **Works with:** Founders
- **Firm size:** 1 employee
- **Website:** https://lifemoveswealth.com

## Frequently asked questions

### Is Dale Shafer Ii a fee-only financial advisor?

Yes. Dale Shafer Ii is listed in the XY Planning Network directory (XYPN members are fee-only).

### How does Dale Shafer charge for financial advice?

Dale Shafer charges an ongoing planning fee.

### Where is Dale Shafer Ii based?

Dale Shafer Ii is based in Scotttsdale, Arizona.

### What does Dale Shafer specialize in?

Dale Shafer's specialties include founders (pre-exit), small business owners, retirement planning and estate & legacy planning. Dale Shafer works with founders.

### What credentials does Dale Shafer Ii hold?

Dale Shafer Ii holds the CFP, APMA and CDFA credentials.

### How much does Life Moves Wealth Management, LLC manage?

Life Moves Wealth Management, LLC reports $15.5M across 168 accounts in assets under management.

### How do I contact Dale Shafer Ii?

Through Dale Shafer's website, lifemoveswealth.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/dale-shafer-ii-11300): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://lifemoveswealth.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.