David Shotwell
Shotwell Rutter Baer, Inc. · Lansing, Michigan
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Shotwell Rutter Baer, Inc. |
|---|---|
| Based in | Lansing, Michigan |
| Fee model | Percentage of assets · Ongoing planning fee |
| Accepting new clients | Yes |
| Assets under management | $183.9M across 835 accounts |
| Credentials | CFP · MSFP |
| SEC registration | Investment adviser representative in FL, MI · CRD 4244566 |
| Exams passed | Series 63 (2000) · Series 65 (2002) · Series 66 (2010) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | srbadvisors.com |
| Profile |
How David's firm compares
- Shotwell Rutter Baer, Inc.'s average account is about $220,000, from its Form ADV (assets managed divided by 835 accounts).
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Questions about David
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.
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
- Shotwell Rutter Baer, Inc. 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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