Dale Shafer is a CFP-designated registered investment advisor at Life Moves Wealth Management, based in Scottsdale, AZ, with 10 years of industry experience. Dale operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 49 clients with $15M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Life Moves Wealth Management includes investment management as part of their comprehensive wealth management service. Investment management services may be offered as stand-alone services for legacy clients, or at the request of a Client. The firm manages accounts at custodians not directly accessible by the advisor on a non-discretionary basis. The fees for comprehensive wealth management range from $3,600 to $12,000 annually, paid monthly.
Location
20715 N. Pima Road Suite 108, Scottsdale, AZ, 85255
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Dale is the President Elect of the Scottsdale Sunrise Rotary Club Foundation since July 2021, and the Club Vice President of the Florida State University Phoenix Seminole Club since August 2021. These activities take about 10-20% of his time.
Employment History
Current Registrations
Life Moves Wealth Management
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations2 states
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