Marcus Shaffer
Searcy Financial Services · Overland Park, Kansas
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.
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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 | $514.0M across 1,874 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in KS, TX · CRD 4777059 |
| Exams passed | Series 65 (2007) · Series 66 (2005) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.searcyfinancial.com |
How Marcus's firm compares
- Searcy Financial Services's average account is about $274,000, from its Form ADV (assets managed divided by 1,874 accounts).
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Questions about Marcus
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Overland Park
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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