William Shaffer
Shaffer Capital · Westerville, Ohio
William Shaffer is a fee-only financial advisor at Shaffer Capital in Westerville, Ohio. 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 |
| SEC registration | Investment adviser representative in OH, TX · CRD 8025551 |
| Exams passed | Series 65 (2025) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.shaffercapital.net |
| Profile |
How William'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 William
Is William Shaffer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William 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 William charge for financial advice?
William's firm, Shaffer Capital, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is William Shaffer based?
William Shaffer is based in Westerville, Ohio.
Is William Shaffer registered with the SEC?
Yes. William Shaffer is registered as an investment adviser representative in OH and TX (CRD 8025551), 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 William Shaffer?
Through William'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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