Shuttleworth & Company

Financial planner in Powell, OH (show on map)

Fee-only investment advisory and planning firm offering personalized financial strategies for individuals, small businesses, and professionals.

Call (614) 760-7738

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About

Shuttleworth & Company is a fee-only investment advisory firm founded in 1999 that offers comprehensive wealth management services, including investment management, financial and retirement planning, and assistance with employer-provided retirement plans. The firm emphasizes fiduciary responsibility, client contact, responsiveness, customization, detail orientation, and tactical portfolio management to help clients navigate various life stages and financial objectives.

Fee-only model

Fiduciary responsibility

Customized portfolio design

Comprehensive financial and retirement planning

Employer-provided qualified plan services

Services

Investment Management

Customized portfolio of individual stocks, bonds, and exchange-traded funds tailored to each client's needs.

Customized portfolio design No one-size-fits-all approach Utilizes stocks, bonds, ETFs

Financial and Retirement Planning

Comprehensive planning services tailored to each client's life stage and financial goals.

Life-stage specific planning Goal prioritization Time-bound planning

Employer-Provided Qualified Plan Services

Assistance with retirement plan setup, ongoing management, and employee participation guidance.

SEP IRA setup Individual 401(k) management Simple IRA assistance Traditional 401(k) plan support

Concierge Services

Personalized services including retirement planning, custodial accounts, and coordination with legal and tax advisors.

Retirement planning Custodial accounts (529, UGMA/UTMA, educational savings) Collaboration with legal and tax advisors

Credentials & Certifications

CFA

Since 2025-01-01

CPA

Since 2025-01-01

ChFC

Since 2025-01-01

CLU

Since 2025-01-01

Frequently Asked Questions

What is the difference between a fee-only and commission-based financial advisor? +

A fee-only advisor charges fees based on assets managed, ensuring transparency and no conflicts of interest, while commission-based advisors may earn higher commissions on certain products, potentially influencing recommendations.

How does Shuttleworth & Company ensure fiduciary responsibility? +

As a fiduciary, Shuttleworth & Company is committed to acting in the best interest of clients, prioritizing intellectual objectivity, integrity, and confidentiality in all investment management decisions.

What types of retirement plans do you assist with? +

Shuttleworth & Company provides assistance with SEP IRAs, Individual 401(k)s, Simple IRAs, and Traditional 401(k) plans, including setup and ongoing management.