# Nick Nauta

> Nick Nauta is a fee-only financial advisor at Shotwell Rutter Baer in Lansing, Michigan, who holds the CFP, CLU and RLP credentials. Nick charges a percentage of assets and an ongoing planning fee and focuses on retirement planning, pension planning and tax planning.

Page: https://find.wellspent.co/advisors/nick-nauta/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Shotwell Rutter Baer
- **Based in:** Lansing, Michigan
- **Fee model:** Percentage of assets; Ongoing planning fee
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $183.9M across 835 accounts
- **Credentials:** CFP, CLU, RLP, TPCP
- **Specialties:** Retirement planning, Pension planning, Tax planning, Estate & legacy planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 5062316 (https://adviserinfo.sec.gov/individual/summary/5062316)
- **SEC registration:** Investment adviser representative in CA, FL, HI, IN, MI, TX
- **Exams passed:** Series 66 (2006)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** http://srbadvisors.com

## Frequently asked questions

### Is Nick Nauta a fee-only financial advisor?

Yes. Nick Nauta is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Nick's firm.

### How does Nick charge for financial advice?

Nick charges a percentage of assets and an ongoing planning fee.

### Where is Nick Nauta based?

Nick Nauta is based in Lansing, Michigan.

### What does Nick specialize in?

Nick's specialties include retirement planning, pension planning, tax planning and estate & legacy planning. Nick works with retirees and pre-retirees.

### What credentials does Nick Nauta hold?

Nick Nauta holds the CFP, CLU, RLP and TPCP credentials.

### Is Nick Nauta registered with the SEC?

Yes. Nick Nauta is registered as an investment adviser representative in CA, FL, HI, IN, MI and TX (CRD 5062316), per SEC Investment Adviser Public Disclosure data as of October 27, 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 Nick Nauta?

Through Nick's website, srbadvisors.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/6439): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://srbadvisors.com/): specialties, clients served, and fees, checked October 28, 2026

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