Shotwell Rutter Baer Inc fees and pricing
Financial planner in Lansing, Michigan. Registered with the SEC.
According to its Form ADV Part 2A brochure dated January 29, 2026, Shotwell Rutter Baer Inc charges a flat or project fee of $2,400-$22,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 29, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $2,400-$22,000
“The fee for project based financial planning is a fixed fee, typically ranging from $2,400 to $22,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Shotwell Rutter Baer Inc bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are not negotiable and will be outlined in your advisory agreement.”
- “Our firm collects a portion of the fee to be collected in advance with the remainder due upon completion of the services.”
- “Fees are payable by electronic funds transfer or check.”
How Shotwell Rutter Baer Inc’s fees compare
- Its flat or project fee of $2,400-$22,000 spans the Michigan median of $3,250. 91% of the 137 other Michigan planners that publish a flat or project fee charge less.
About Shotwell Rutter Baer Inc
“The firm provides financial planning services including financial coaching and guidance; investment planning and account monitoring; retirement planning, projections and asset allocation; income tax and estate planning; insurance and employee benefits advice; family and estate planning and advice in related areas.”
- Firm size: 7 employees.
- Founded: 2001 (25 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate 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
- 282
- Employees
- 7
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $183,887,687
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 122789
- Phone
- (517) 321-4832
Can advise clients in 6 states: California, Florida, Hawaii, Indiana, Michigan, Texas
Other planners in Michigan that publish fees
- 320 Life Financial PlanningHolland$250/hr
- 46 and 2 Investment Advisors, LLCTraverse City$200/hr
- 4Square Advisory Services, Inc.Fenton$150/hr, Up to $1,500
- A B L E Wealth Management Solutions LLCAnn Arbor$400/hr, $500
- Advance Wealth Management Service, LLCGrand Rapids$300/hr, $5,000
- Advisory Advocates LLCGrand Rapids$250-$1,500
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.