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SHAFFER CAPITAL

Financial Advisor serving Westerville, Ohio · 1 of 13 financial advisors in the area

📍 550 POLARIS PARKWAY, WESTERVILLE, OH 43082
📞 (614) 891-••••
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📍 550 POLARIS PARKWAY, WESTERVILLE, OH 43082

About SHAFFER CAPITAL

SHAFFER CAPITAL is a financial advisor located in Westerville, Ohio. As a local financial advisor, they serve Westerville and surrounding communities in Ohio. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

Financial professionals in Westerville should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the Ohio securities regulator before sharing any financial information.

💰 What Financial Advisors Cost in Westerville

Budget
$0.5
% of assets/year
Average
$1
% of assets/year
Premium
$2
% of assets/year

Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales. Prices in Westerville may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Westerville

Check online reviews and ratings before hiring
Get multiple quotes to compare pricing
Verify licensing and insurance
Ask for references from recent customers

Frequently Asked Questions

How much does a financial advisor cost in Westerville?
Financial Advisors in Westerville typically charge $0.5–$2 % of assets/year. Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales.
How do I choose the best financial advisor in Westerville?
Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 13 financial advisors in Westerville to choose from.
Does SHAFFER CAPITAL offer free quotes?
Contact SHAFFER CAPITAL directly to ask about free estimates. You can also request a quote through ProHorizon.

Other Financial Advisors in Westerville

The Staebler Group

575, Copeland Mill Rd #2D, Westerville, OH, 43081

SWISHER FINANCIAL CONCEPTS, INC.

612 OFFICE PARKWAY, WESTERVILLE, OH 43082

HARDING FINANCIAL GROUP

608 OFFICE PARKWAY SUITE A, WESTERVILLE, OH 43082

WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC

4960 E. DUBLIN-GRANVILLE ROAD, WESTERVILLE, OH 43081

RETIREMENT PLANS, INC.

124 DORCHESTER SQUARE, WESTERVILLE, OH 43081

POLARIS FINANCIAL PARTNERS, LLC

470 OLDE WORTHINGTON ROAD SUITE 450, WESTERVILLE, OH 43082