Robert W. Baird & Co.
45yrs
Top advisor by experience in Charleston
14yrs
Edward Shaffer
Financial advisor at Designed Wealth USA
Edward Shaffer is a fiduciary financial advisor in Charleston, South Carolina, with 14 years in the industry. After ten years at Ameriprise Financial Services and a year at Voya Financial Advisors, Edward joined Designed Wealth USA in 2026, a firm offering investment management. Edward holds the CFP® designation.
One of 409 advisors with offices in Charleston, and one of 386 fiduciaries.
At a glance
Experience14 years (since 2013)
How that compares ?Top 20% by experience at Designed Wealth USA
OfficeCharleston, SC
How the firm is paid ?Percent of assets
Typical client at the firm ?$480,000
Advisors at the firm10
States licensed ?1 state
Services through Designed Wealth USA
Investment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Mar 2026 – nowDesigned Wealth USA LTD.Current firm
- 2016 – 2026Ameriprise Financial Services, LLCPreviously
- Feb 2015 – Jul 2016Voya Financial Advisors, Inc.Previously
Contact Edward
(416) 898-5568Designed Wealth USA main office Charleston, SCOffice · Get directions LinkedIn pageDesigned Wealth USAIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Edward
Tailored to Edward’s registration and firm.
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Edward
How do I contact Edward?
Call Designed Wealth USA at (416) 898-5568 and ask for Edward Shaffer. Edward works from the Charleston, SC office.
How long has Edward been a financial advisor?
Edward has been in the industry since 2013, about 14 years. Top 20% by experience at Designed Wealth USA.
What licenses does Edward hold?
Series 66. Tap any license on this page to see what it allows.
Is Edward a fiduciary?
Edward is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Edward paid?
Designed Wealth USA reports being paid by a percentage of the assets they manage. Ask Edward for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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