A complete list of active advisors currently associated with Shotwell Rutter Baer Inc

Warmer can help you find a great advisor at Shotwell Rutter Baer Inc or one who fits your needs even better.

Shotwell Rutter Baer serves individual and high-net-worth clients, and may extend services to small employer retirement plans tied to existing AUM relationships. The firm offers comprehensive financial planning and investment management along with retirement, tax, estate, insurance and employee benefits advice delivered through project-based engagements, a subscription-based ongoing planning option, and traditional asset management. The firm manages client accounts on a discretionary basis and follows a rules-based investment approach that generally recommends no-load mutual funds within a strict asset allocation framework, with trading largely limited to periodic rebalancing. Model portfolios and portfolio research are supported by an independent third party (East Bay Financial Services), and clients complete a multi-month onboarding and planning engagement before moving into ongoing management; account reviews are performed at least quarterly with semiannual client meetings offered. Compared with many peers that primarily bill as a percentage of assets, Shotwell Rutter Baer uses a net-worth–tiered annual planning fee schedule for its ongoing planning program and also offers fixed-fee project work and a subscription planner access model. Other notable operational differences include a policy of not aggregating trades into block orders, retaining client responsibility for proxy voting, and accepting client authorization for direct fee deduction from custodial accounts.

To learn more about the advisors currently working at Shotwell Rutter Baer Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.