Shaffer Capital fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Fees for Investment Policy Statement (IPS) creation, review, and updates; and Assistance to the Plan Sponsor in the review and evaluation of the Plan, Plan provisions, and service providers will be billed and hourly rate of $300 per hour. 3.”

Flat or project fee

$500

“Financial planning fees start at $500 and will increase based on the complexity of the Financial Plan “Plan”.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Shaffer Capital bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees for Participant Investment Advisory Services will be calculated and billed quarterly using a flat dollar amount per Plan participant or beneficiary with a balance.”
• “Fees for Financial & Plan Education Services will be calculated and billed quarterly using a flat dollar amount per Plan participant or beneficiary with a balance.”
• “Check from Client (made payable to Shaffer Capital Advisers).”

How Shaffer Capital’s fees compare

• Its hourly rate of $300 is above the Ohio median of $250. 63% of the 219 other Ohio planners that publish an hourly rate charge less.
• 1 of the 5 other planners in Westerville that publish an hourly rate charge less.
• Its flat or project fee of $500 is below the Ohio median of $3,250. 4% of the 199 other Ohio planners that publish a flat or project fee charge less.

About Shaffer Capital

• Firm size: 7 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2020 (6 years).

Planning areas mentioned in the brochure

• Retirement planning

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

188

Employees

7

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops

Assets managed

$211,059,174

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

150106

Website

SHAFFERCAPITAL.NET (opens in new tab)

Phone

(614) 891-1200

Can advise clients in 2 states: Ohio, Texas

Other planners in Westerville that publish fees

• Accountable Financial Planning LLCWesterville$200/hr, $2,500/yr
• Harding Financial GroupWesterville$500/hr, $3,500⁠-⁠$7,000
• Peters Wealth GroupWesterville$500/hr, $10,000/yr
• Wealthbridge Capital Management, LLCWesterville$300/hr, $3,000/yr
• Young Financial Planning LLCWesterville$300/hr

Compare all 13 planners in Westerville