Firm
Robert William Shoemaker,iii
Gettysburg, Pennsylvania
Fee-only
Robert William Shoemaker,iii at a glance
- One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 63 individual clients, 21 of them high net worth.
- Its average account is about $423,000 (assets it manages divided by its 150 accounts).
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | Gettysburg, Pennsylvania |
|---|---|
| Phone | (978) 697-8657 |
Robert William Shoemaker,iii fees
Robert William Shoemaker,iii doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $64 million |
| Individual clients | 42 |
| High-net-worth clients | 21 |
| Accounts managed | 150 |
| Employees | 1 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-69115) |
| Financial planning | Offered |
| Form ADV filed | March 13, 2026 |
| SEC record | CRD 128852 |