Shuttleworth & Company fees and pricing
Financial planner in Powell, Ohio. Registered with the SEC.
According to its Form ADV Part 2A brochure dated April 14, 2026, Shuttleworth & Company charges an annual fee of $500-$1,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 14, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $500-$1,000/yr
“Currently, the annual fee for the management of college saving plans and some legacy employer sponsored retirement plans are a flat annual fee in the range of $500$1,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Shuttleworth & Company bills
Payment and refund terms, quoted from the fee section of the brochure.
- “This means that the assets in a client’s account will be billed at different levels according to the fee schedule above.”
- “Clients are offered the choice of being billed or consenting to a direct fee withdrawal from their account.”
- “Fees are payable quarterly in arrears based upon the beginning market value of the account at each billing period.”
How Shuttleworth & Company’s fees compare
- Its annual fee of $500-$1,000 is below the Ohio median of $5,000. 6% of the 79 other Ohio planners that publish an annual fee charge less.
About Shuttleworth & Company
- Firm size: 3 employees.
- Credentials named in the brochure: CPA, ChFC®, and CFA.
- Founded: 1999 (27 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Minimum
- $1,000 minimum fee (stated in brochure)
- Clients
- 198
- Employees
- 3
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $173,016,187
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 121382
- Phone
- (614) 760-7738
Can advise clients in 4 states: Florida, Indiana, Ohio, Texas
Other planners in Powell that publish fees
- Freewood Private Wealth Management, LLCPowell$150-$300/hr
- Schuler Wealth Planning LLCPowell$400/hr, $1,500-$6,500
- Tenacity Private WealthPowell$250/hr, $5,000
- 1TaxfinancialCincinnati$300/hr
- Aan Wealth Advisors LLCCanton$250/hr
- Access Wealth Group, LLCDublin$150-$400/hr
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.