Nick Nauta
Shotwell Rutter Baer · Lansing, Michigan
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Shotwell Rutter Baer |
|---|---|
| Based in | Lansing, Michigan |
| Fee model | Percentage of assets · Ongoing planning fee |
| Accepting new clients | Yes |
| Assets under management | $183.9M across 835 accounts |
| Credentials | CFP · CLU · RLP · TPCP |
| SEC registration | Investment adviser representative in CA, FL, HI, IN, MI, TX · CRD 5062316 |
| Exams passed | Series 66 (2006) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | srbadvisors.com |
| Profile |
How Nick's firm compares
- Shotwell Rutter Baer's average account is about $220,000, from its Form ADV (assets managed divided by 835 accounts).
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Questions about Nick
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Shotwell Rutter Baer website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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