# Matthew Shaffer

> Matthew Shaffer is a fee-only financial advisor at Shaffer Capital in Westerville, Ohio, who holds the CFP credential. Shaffer Capital reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Shaffer Capital
- **Based in:** Westerville, Ohio
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $211.1M across 457 accounts
- **Credentials:** CFP
- **CRD:** 2506433 (https://adviserinfo.sec.gov/individual/summary/2506433)
- **SEC registration:** Investment adviser representative in OH, TX
- **Exams passed:** Series 63 (1996), Series 65 (1996)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** https://www.shaffercapital.net

## Frequently asked questions

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

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

### How does Matthew charge for financial advice?

Matthew's firm, Shaffer Capital, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Matthew Shaffer based?

Matthew Shaffer is based in Westerville, Ohio.

### What credentials does Matthew Shaffer hold?

Matthew Shaffer holds the CFP credential.

### Is Matthew Shaffer registered with the SEC?

Yes. Matthew Shaffer is registered as an investment adviser representative in OH and TX (CRD 2506433), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Shaffer Capital manage?

Shaffer Capital reports $211.1M across 457 accounts in assets under management.

### How do I contact Matthew Shaffer?

Through Matthew's website, www.shaffercapital.net.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2506433): 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.