Firm
Shotwell Rutter Baer
Lansing, Michigan
Fee-only
Shotwell Rutter Baer at a glance
- One of 237 fee-only firms based in Michigan in the Wellspent graph.
- 4 advisors are listed here; 1 of 4 hold the CFP.
- Its Form ADV reports 7 employees and 282 individual clients, 62 of them high net worth.
- Its average account is about $220,000 (assets it manages divided by its 835 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Michigan · What fee-only advisors charge in Michigan
Facts
| Based in | Lansing, Michigan |
|---|---|
| Website | srbadvisors.com |
| [email protected] | |
| Phone | (517) 321-4832 |
Shotwell Rutter Baer fees
Shotwell Rutter Baer doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets, ongoing planning fee. 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 · Fixed fees |
|---|---|
| Assets managed | $184 million |
| Individual clients | 220 |
| High-net-worth clients | 62 |
| Accounts managed | 835 |
| Employees | 7 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-120091) |
| Financial planning | Offered |
| Form ADV filed | January 29, 2026 |
| SEC record | CRD 122789 |