Daren Shavell
Calder Financial Group · Ada, Michigan
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.
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Specialties
Facts
| Firm | Calder Financial Group |
|---|---|
| Based in | Ada, Michigan |
| Fee model | One-time planning fee |
| Assets under management | $297M across 1,831 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MI · CRD 4628419 |
| Exams passed | Series 66 (2008) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.wearecalder.com |
How Daren's firm compares
- Calder Financial Group's average account is about $162,000, from its Form ADV (assets managed divided by 1,831 accounts).
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Questions about Daren
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.
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
- Calder Financial Group website : specialties, clients served, and fees, checked October 30, 2026
- 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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