Dale Shafer Ii
Life Moves Wealth Management, LLC · Scotttsdale, Arizona
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.
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Specialties
Who they serve
- Founders
Facts
| Firm | Life Moves Wealth Management, LLC |
|---|---|
| Based in | Scotttsdale, Arizona |
| Fee model | Ongoing planning fee |
| Accepting new clients | Yes |
| Assets under management | $15.5M across 168 accounts |
| Credentials | CFP · APMA · CDFA |
| Firm size | 1 employee |
| Website | lifemoveswealth.com |
| Profile |
How Dale Shafer's firm compares
- Life Moves Wealth Management, LLC's average account is about $92,000, from its Form ADV (assets managed divided by 168 accounts).
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Questions about Dale Shafer
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Life Moves Wealth Management, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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