# Daren Shavell

> Daren Shavell is a fee-only financial advisor at Calder Financial Group in Ada, Michigan, who holds the CFA credential. Daren charges a one-time planning fee and focuses on retirement planning and tax planning.

Page: https://find.wellspent.co/advisors/daren-shavell/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Calder Financial Group
- **Based in:** Ada, Michigan
- **Fee model:** One-time planning fee
- **Assets under management (firm):** $297M across 1,831 accounts
- **Credentials:** CFA
- **Specialties:** Retirement planning, Tax planning
- **CRD:** 4628419 (https://adviserinfo.sec.gov/individual/summary/4628419)
- **SEC registration:** Investment adviser representative in MI
- **Exams passed:** Series 66 (2008)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** http://www.wearecalder.com

## Frequently asked questions

### Is Daren Shavell a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Daren holds no broker registration, and Calder Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Daren charge for financial advice?

Daren charges a one-time planning fee.

### Where is Daren Shavell based?

Daren Shavell is based in Ada, Michigan.

### What does Daren specialize in?

Daren's specialties include retirement planning and tax planning.

### What credentials does Daren Shavell hold?

Daren Shavell holds the CFA credential.

### Is Daren Shavell registered with the SEC?

Yes. Daren Shavell is registered as an investment adviser representative in MI (CRD 4628419), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Calder Financial Group manage?

Calder Financial Group reports $297M across 1,831 accounts in assets under management.

### How do I contact Daren Shavell?

Through Daren's website, www.wearecalder.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4628419): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.wearecalder.com/): specialties, clients served, and fees, checked October 30, 2026

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