W Wellspent Public advisor graph
Wellspent public graph/Advisors/Robert Shoemaker
Advisor

Robert Shoemaker

Robert William Shoemaker,iii · Gettysburg, Pennsylvania

Robert Shoemaker is a fee-only financial advisor at Robert William Shoemaker,iii in Gettysburg, Pennsylvania. Robert William Shoemaker,iii reports charging a percentage of assets and hourly fees on its Form ADV.

Percentage of assetsHourly Fee-only

Request an introduction to Robert →

Facts

FirmRobert William Shoemaker,iii
Based in Gettysburg, Pennsylvania
Fee model (firm's Form ADV)Percentage of assets · Hourly
Assets under management$63.5M across 150 accounts
SEC registration Investment adviser representative in CA, MA, PA · CRD 721489
Exams passedSeries 63 (1981) · Series 65 (1994)
Firm size1 employee
Disclosures Reported; see the SEC record

How Robert's firm compares

  • Robert William Shoemaker,iii's average account is about $423,000, from its Form ADV (assets managed divided by 150 accounts).

What fee-only advisors charge in Pennsylvania

Request an introduction to Robert

Tell Robert a little about what you're looking for. Robert isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.

Questions about Robert

Is Robert Shoemaker a fee-only financial advisor?

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

How does Robert charge for financial advice?

Robert's firm, Robert William Shoemaker,iii, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

Where is Robert Shoemaker based?

Robert Shoemaker is based in Gettysburg, Pennsylvania.

Is Robert Shoemaker registered with the SEC?

Yes. Robert Shoemaker is registered as an investment adviser representative in CA, MA and PA (CRD 721489), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

How much does Robert William Shoemaker,iii manage?

Robert William Shoemaker,iii reports $63.5M across 150 accounts in assets under management.

How do I contact Robert Shoemaker?

Contact details aren't on file yet. Search for Robert William Shoemaker,iii.

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.

See something wrong? Request a correction. Read our methodology.