Shotwell Rutter Baer Inc

Shotwell Rutter Baer Inc, operating as Shotwell Rutter Baer, is a Registered Investment Advisor founded in 2001 by David W. Shotwell, who became the owner in 2018. The firm offers financial planning services, including financial coaching, investment planning, retirement planning, income tax and estate planning, insurance advice, and more. They manage client assets both on a discretionary and non-discretionary basis, with discretionary assets totaling $167,148,208 as of December 31, 2024. Services are provided hourly, through ongoing financial planning subscriptions, or investment management arrangements. The firm acts as a fiduciary for retirement accounts, ensuring advice is in the client's best interest. Shotwell Rutter Baer charges $300 per hour for consulting services and offers ongoing financial planning and investment management services based on the client's net worth, with fees ranging from $5,500 to $22,000 annually. The firm does not charge performance-based fees and serves individuals, high-net-worth individuals, and small retirement plans. They recommend no-load mutual funds and engage in strict asset allocation. The firm does not maintain custody of client funds and has discretionary authority over client accounts. Clients are responsible for voting proxies for securities in their portfolios. Shotwell Rutter Baer has no financial commitments impairing its ability to meet client obligations.