We partner with millennials and pre-retirees to create peace of mind and financial independence

When was the last time that your advisor reviewed your tax returns, estate documents, insurance coverages, discussed your business, and met with your other key advisors to ensure complete alignment and coordination on your goals, objectives, and financial plan?

Talk with an Advisor
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We provide comprehensive financial planning through our all-inclusive process with one transparent fee schedule. If an advisor is unwilling to disclose their fees on their website, they might be inconsistent from client to client, conflicted based on their recommendations, or too high.

None of which puts the client first.

Our fees, on our site since day one:
Annual Ongoing Fees Billed Monthly
Income
Net Worth <$250,000 $250,000 – $500,000 $500,000 – $750,000 $750,000 – $1,000,000 >$1,000,000
< $500,000 $3,000 $3,000 $6,000 $9,000 $9,000
$500,001 – $1,000,000 $3,000 $6,000 $9,000 $9,000 $12,000
$1,000,001 – $2,500,000 $6,000 $9,000 $9,000 $12,000 $12,000
$2,500,001 – $5,000,000 $9,000 $12,000 $12,000 $12,000 $15,000
$5,000,001 – $10,000,000 $12,000 $12,000 $15,000 $15,000 $15,000
> $10,000,000 $18,000
Fees are billed monthly based on the applicable annual rate.
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Fiduciary. Independent. Transparent.

Reach out today to see if we are a good FIT:

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You should hear from SRL Financial within 24 hours. We look forward to meeting with you!
About the Founder

Spencer Shoemaker has been in the financial services industry for over 10 years assisting young professionals, Physicians, dental professionals, attorneys, senior executives, and business owners with their financial planning needs. Spencer specializes in cash flow planning, retirement planning, investments, risk management review and analysis, and estate planning. As a Certified Financial Planner® professional, he takes great pride in providing comprehensive financial planning for all clients. He started SRL Financial to ensure that their interests were aligned with their clients with fee-only, transparent pricing with every engagement.

When Spencer is not helping clients achieve their financial goals, he stays busy with an active lifestyle of CrossFit, golf, travel, and spending time with his family and two golden retrievers.

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Email: spencer@srl-financial.com

SRL Financial, LLC is an Investment Adviser offering services in Indiana and in other jurisdictions where exempt from registration. All views, expressions, and opinions included in this communication are subject to change. Please contact us if there is any change in your financial situation, needs, goals, or objectives. The information contained in this electronic communication is intended only for the use of the recipient. For your privacy and security, do not include sensitive information using emails that are not secured. SRL Financial does not accept transaction instructions via email or voicemail, and all requests require verbal confirmation.

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