Spencer Shoemaker is a CFP-designated registered investment advisor at SRL Financial, based in Cicero, IN, with 6 years of industry experience. Spencer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
SRL Financial charges an annual fee for wealth management services based on a combination of your net worth and annual income, ranging from $3,000 to $18,000 per year. The fee is billed monthly in arrears.
- Net worth under $250K with income under $500K — $3,000 per year
- Net worth over $10M — $18,000 per year
Financial planning is included at no additional fee for wealth management clients.
Location
Cicero, IN
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Regulatory History (1)
Criminal
January 2026Employment History
Current Registrations
SRL Financial
Previous Registrations
Avalon Wealth Advisory, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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