Jeffrey Rutter
Shotwell Rutter Baer · Lansing, Michigan
Jeffrey Rutter is a fee-only financial advisor at Shotwell Rutter Baer in Lansing, Michigan. Shotwell Rutter Baer reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Shotwell Rutter Baer |
|---|---|
| Based in | Lansing, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $183.9M across 835 accounts |
| SEC registration | Investment adviser representative in MI · CRD 6689413 |
| Exams passed | Series 65 (2016) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.srbadvisors.com |
How Jeffrey's firm compares
- Shotwell Rutter Baer's average account is about $220,000, from its Form ADV (assets managed divided by 835 accounts).
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Questions about Jeffrey
Is Jeffrey Rutter a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Shotwell Rutter Baer reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeffrey charge for financial advice?
Jeffrey's firm, Shotwell Rutter Baer, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jeffrey Rutter based?
Jeffrey Rutter is based in Lansing, Michigan.
Is Jeffrey Rutter registered with the SEC?
Yes. Jeffrey Rutter is registered as an investment adviser representative in MI (CRD 6689413), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Shotwell Rutter Baer manage?
Shotwell Rutter Baer reports $183.9M across 835 accounts in assets under management.
How do I contact Jeffrey Rutter?
Through Jeffrey's website, www.srbadvisors.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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