Dale Shafer
Life Moves Wealth Management · Scottsdale, Arizona
Dale Shafer is a fee-only financial advisor at Life Moves Wealth Management in Scottsdale, Arizona, who holds the CFP credential. Life Moves Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Life Moves Wealth Management |
|---|---|
| Based in | Scottsdale, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $15.5M across 168 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ, IN · CRD 6489301 |
| Exams passed | Series 66 (2016) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | lifemoveswealth.com |
How Dale's firm compares
- Life Moves Wealth Management's average account is about $92,000, from its Form ADV (assets managed divided by 168 accounts).
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Questions about Dale
Is Dale Shafer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Dale holds no broker registration, and Life Moves Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Dale charge for financial advice?
Dale's firm, Life Moves Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Dale Shafer based?
Dale Shafer is based in Scottsdale, Arizona.
What credentials does Dale Shafer hold?
Dale Shafer holds the CFP credential.
Is Dale Shafer registered with the SEC?
Yes. Dale Shafer is registered as an investment adviser representative in AZ and IN (CRD 6489301), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Life Moves Wealth Management manage?
Life Moves Wealth Management reports $15.5M across 168 accounts in assets under management.
How do I contact Dale Shafer?
Through Dale's website, lifemoveswealth.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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