Matthew Shaffer
Shaffer Capital · Westerville, Ohio
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.
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Facts
| Firm | Shaffer Capital |
|---|---|
| Based in | Westerville, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $211.1M across 457 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH, TX · CRD 2506433 |
| Exams passed | Series 63 (1996) · Series 65 (1996) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.shaffercapital.net |
| Profile |
How Matthew's firm compares
- Shaffer Capital's average account is about $462,000, from its Form ADV (assets managed divided by 457 accounts).
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Questions about Matthew
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.
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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