Advisor at Monocacy Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Monocacy Wealth Management, LLC
Location
Frederick, MD 21701
Credentials
CFP®, Series 65
Industry experience
5 years
Carter Shaffer is a CFP® professional with five years of experience currently serving at Monocacy Wealth Management, LLC. He previously worked at Faragalla and Associates, XML Financial, and Wells Fargo Advisors. Outside of his advisory role, he is a licensed real estate agent with Metropol Realty Inc. and co-owner of Monocacy Insurance Group, where he assists clients with insurance products. Monocacy Wealth Management provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs diversified asset-allocation strategies across ETFs, equities, and fixed income, integrating tax, insurance, and real estate perspectives through its operational affiliations.
Based on Monocacy Wealth Management, LLC
$1,500 to $10,000
$0 - $500,000: 1.50% $500,000.01 - $1,000,000: 1.25% $1,000,000.01 - $3,000,000: 1.00% $3,000,000.01+: 0.75%
$200 to $350 per hour
Fee-only: Hourly fees range from $200 to $350; Flat fees range from $1,500 to $10,000
9099 Ridgefield Drive, Suite 205
Frederick, MD 21701
Maryland · Texas
Monocacy Wealth Management, LLC
2021 - Present (5 years)
Faragalla and Associates
2021 - 2021 (1 year)
Metropol Realty Inc.
2019 - Present (7 years)
XML Financial, LLC
2018 - 2019 (1 year)
Unemployed
2018 - 2018 (1 year)
Wells Fargo Advisors
2017 - 2018 (1 year)
University of Maryland
2016 - 2018 (2 years)
Buffalo Wild Wings
2016 - 2016 (1 year)
Frederick Community College
2014 - 2016 (2 years)
Kintivo
2014 - 2016 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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My name is Matthew, your advisor at Cadence Planning. I entered the professional world as a teacher. For over six years, I spent time with students, developed after-school robotics programs, and relished the opportunity to educate and empower the people around me. That is why, I believe it is important for clients to understand, I entered the financial world as a teacher as well. The passion for teaching never left me. I had witnessed, first hand, the impact education has on someone's self-confidence, security, and semblance of joy. And I carry this approach with me into my advising. In 2006 I decided to leave teaching altogether to work full-time as a tax accountant. I took and passed each section of the EA exam between 2009 and 2010, receiving my EA designation in March 2011. I've been given the opportunity to present to my peers at conferences and in 2012 was honored to be a recipient of the “Outstanding Young Professionals Award” from the Maryland Society of Accountants. In 2021, I completed the Financial Planning Program at the Boston Institute of Finance at Bryant University and subsequently passed the CFP exam and earned my CFP Marks. It's been a hard but rewarding journey and has left me feeling empowered to help clients. That is why I love what I do.
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Plan2Retire
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