# David Shotwell

> David Shotwell is a fee-only financial advisor at Shotwell Rutter Baer, Inc. in Lansing, Michigan, who holds the CFP and MSFP credentials. David charges a percentage of assets and an ongoing planning fee and focuses on retirement planning, pension planning and tax planning.

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

## Facts

- **Firm:** Shotwell Rutter Baer, Inc.
- **Based in:** Lansing, Michigan
- **Fee model:** Percentage of assets; Ongoing planning fee
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $183.9M across 835 accounts
- **Credentials:** CFP, MSFP
- **Specialties:** Retirement planning, Pension planning, Tax planning, Estate & legacy planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 4244566 (https://adviserinfo.sec.gov/individual/summary/4244566)
- **SEC registration:** Investment adviser representative in FL, MI
- **Exams passed:** Series 63 (2000), Series 65 (2002), Series 66 (2010)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** http://srbadvisors.com

## Frequently asked questions

### Is David Shotwell a fee-only financial advisor?

Yes. David Shotwell is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by David's firm.

### How does David charge for financial advice?

David charges a percentage of assets and an ongoing planning fee.

### Where is David Shotwell based?

David Shotwell is based in Lansing, Michigan.

### What does David specialize in?

David's specialties include retirement planning, pension planning, tax planning and estate & legacy planning. David works with retirees and pre-retirees.

### What credentials does David Shotwell hold?

David Shotwell holds the CFP and MSFP credentials.

### Is David Shotwell registered with the SEC?

Yes. David Shotwell is registered as an investment adviser representative in FL and MI (CRD 4244566), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Shotwell Rutter Baer, Inc. manage?

Shotwell Rutter Baer, Inc. reports $183.9M across 835 accounts in assets under management.

### How do I contact David Shotwell?

Through David's website, srbadvisors.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/david-shotwell-10545): 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://srbadvisors.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.