David Shotwell, CFP® Shotwell Rutter Baer

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About David Shotwell, CFP®

David joined the firm early in 2013. A 1995 graduate of the University of Michigan in Ann Arbor, David has worked in the financial services industry since March, 2000. He is a member of the National Association of Personal Financial Advisors (NAPFA), and Treasurer of the Michigan Financial Planning Association.

Our mission at Shotwell Rutter Baer is to cut through the complexity in our clients’ financial lives, delivering financial planning and investment advice that is both personal and practical. We are devoted to a strict fiduciary duty, honing our craft, and providing the highest degree of professionalism while maintaining the intimate, “kitchen table” approach to client relationships upon which our practice was founded.

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Ideal Clients

  • College Planning
  • Gen X
  • Parents
  • Young Professionals

Ways Advisor Charges

  • Monthly Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly: $200 / hr
  • Hourly: $300 / Hour
  • AUM: starting at 1%

 

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