# Marcus Shaffer

> Marcus Shaffer is a fee-only financial advisor at Searcy Financial Services in Overland Park, Kansas, who holds the CFP credential. Searcy Financial Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/marcus-shaffer/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Searcy Financial Services
- **Based in:** Overland Park, Kansas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $514.0M across 1,874 accounts
- **Credentials:** CFP
- **CRD:** 4777059 (https://adviserinfo.sec.gov/individual/summary/4777059)
- **SEC registration:** Investment adviser representative in KS, TX
- **Exams passed:** Series 65 (2007), Series 66 (2005)
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** http://www.searcyfinancial.com

## Frequently asked questions

### Is Marcus Shaffer a fee-only financial advisor?

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

### How does Marcus charge for financial advice?

Marcus's firm, Searcy Financial Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Marcus Shaffer based?

Marcus Shaffer is based in Overland Park, Kansas.

### What credentials does Marcus Shaffer hold?

Marcus Shaffer holds the CFP credential.

### Is Marcus Shaffer registered with the SEC?

Yes. Marcus Shaffer is registered as an investment adviser representative in KS and TX (CRD 4777059), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Searcy Financial Services manage?

Searcy Financial Services reports $514.0M across 1,874 accounts in assets under management.

### How do I contact Marcus Shaffer?

Through Marcus's website, www.searcyfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4777059): 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

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