SRL Financial is a registered investment advisor located in Cicero, Indiana, founded by Spencer Shoemaker in 2026. SRL Financial provides comprehensive wealth management services, which include ongoing investment management and personalized financial planning. When managing portfolios, SRL Financial builds customized asset allocations using stocks, bonds, mutual funds, exchange-traded funds, and cash equivalents, operating with both discretionary and non-discretionary trading authority. In addition to investment management, SRL Financial offers financial planning covering areas such as business planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, retirement planning, risk management, and tax planning strategies. The firm has no account minimum requirement and charges annual fees determined by a client's net worth and income.
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.