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Christopher A Shelton

Advisor at Foundations Investment Advisors LLC — Ellsworth, ME

Updated today

Credentials

Series 65

Experience

10 years

Location

Ellsworth, ME 04605

Foundations Investment Advisors LLC logo

Foundations Investment Advisors LLC

Multi-team

Total advisors

295

Across 179 offices

Clients per advisor

100 Very High

Avg AUM per client

$340,025 Low

HNW client ratio

20% Typical

About

Christopher Shelton is a financial advisor with Foundations Investment Advisors LLC in Ellsworth, ME, holding a Series 65 designation and 10 years of industry experience. He has been with Foundations since 2016 and also works as an independent insurance agent offering fixed annuities, fixed insurance, and long-term care insurance solutions. Additionally, Shelton is a managing partner of Union River Associates, a commercial real estate ownership and management company. Foundations Investment Advisors, LLC provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis, utilizes model portfolios with an asymmetric rebalancing approach, and offers services through a broad network of affiliated offices and investment adviser representatives.

Client services

Based on Foundations Investment Advisors LLC

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Based on Foundations Investment Advisors LLC

ESG / Sustainable investing

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Fee options

Fixed

Financial planning fixed fees typically range from $100 to $5,000, up to $7,500 for expanded services

Percentage

Up to 2.00% annually maximum fee

Commissions

Commission based fees apply to insurance products sold by associated persons in their separate capacity; typical commissions range from 5% to 10% of insurance product purchase price

Project-based

Financial planning services hourly rates from $100 to $500 per hour

Other

Account minimum: $5,000 Minimum fee: $50 annual administrative and technology fee for all accounts Fee-only: Financial planning fees range from $100 to $500 per hour; Fixed fees typically range from $100 to $5,000, up to $7,500 for expanded services

Location

See office

Ellsworth, ME

66 Main Street, #302

Ellsworth ME 04605

Advisors at this office

1

Most active in

Maine

Work history

10 years of industry experience

Foundations Investment Advisors, LLC

2016 - Present • 10 years

Blue Hill, ME

Independent Insurance Agent

2014 - Present • 12 years

Blue Hill, ME

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Paul P

CFP®, Series 65

Ellsworth, ME

Gibson Financial Solutions, Inc.

Paul Pangburn is a CFP® with 17 years of industry experience and has been with Gibson Financial Solutions, Inc. since 2007. He holds a Series 65 license and operates out of Ellsworth, ME. Gibson Financial Solutions, Inc. is a fee-only advisory firm serving individuals, high-net-worth families, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm employs a core-satellite investment approach using no-load mutual funds, ETFs, and fixed-income securities, with discretionary management and a focus on integrating financial planning into portfolio oversight.

General retirement planning General tax planning College savings (529s, UTMA, etc.) General estate planning guidance Cash flow / budgeting
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Andrew N

Series 63, Series 65

Blue HIll, ME

AMWH Asset Management LLC

Andrew Norris is a financial advisor with AMWH Asset Management LLC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior roles include 17 years at Lazard Asset Management and a current position at Hollow Brook Wealth Management, where he also serves as a board member. In addition to his advisory work, Norris is a joint owner involved in real estate development through CAAN Properties 1 LLC. AMWH Asset Management LLC provides discretionary asset management and sub-advisory services to individuals, small businesses, trusts, estates, pooled investment vehicles, and charities. The firm customizes portfolios using fundamental, technical, and cash-flow analyses, and offers both discretionary trading authority and model recommendations to third-party advisers, with options for performance-based fee arrangements.

Options & derivatives strategies Tax-loss harvesting
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Nicholas S

Series 65

Bar Harbor, ME

Coston, McIsaac & Shea Financial Advisors

Nicholas Shaw is a financial advisor at Coston, McIsaac & Shea Financial Advisors with four years of industry experience. He holds a Series 65 designation and previously worked for six years at Nexcelom Bioscience. Coston, McIsaac & Shea provides discretionary and non-discretionary investment management and consulting primarily to individual and high-net-worth clients, trusts, and organizations. The firm emphasizes long-term, asset-allocation strategies using low-cost mutual funds and select individual stocks, and it operates in close affiliation with an SEC-registered adviser and a local CPA practice.

Wealth management College savings (529s, UTMA, etc.)
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Chester L

Series 65

Bar Harbor, ME

Coston, McIsaac & Shea Financial Advisors

Chester Lloyd is a financial advisor with Coston, McIsaac & Shea Financial Advisors in Bar Harbor, ME, holding a Series 65 designation and 23 years of industry experience. He has been with affiliated entities Coston, McIsaac, Partners, Inc. and Coston and McIsaac Investment Advisers, LLC since 2001 and serves as a shareholder and secretary of Coston, McIsaac, and Partners, Inc. Coston, McIsaac & Shea provides investment management and consulting primarily to individual clients, offering discretionary and non-discretionary portfolio management, retirement planning, and project-based consulting. The firm emphasizes long-term asset allocation using low-cost mutual funds and select dividend-focused equities, and maintains a multi-disciplinary structure through affiliations with an accounting practice and related registered investment advisers.

Wealth management College savings (529s, UTMA, etc.)
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Michael M

Series 65

Bar Harbor, ME

Coston, McIsaac & Shea Financial Advisors

Michael Marino is a financial advisor at Coston, McIsaac & Shea Financial Advisors in Bar Harbor, ME. He holds a Series 65 designation and has been with Coston and McIsaac CPA since 2023, following 12 years at M&M Consulting LLC. Coston, McIsaac & Shea provides investment management and consulting primarily to individual clients, with additional services for organizations and trusts. The firm focuses on long-term asset allocation using low-cost mutual funds and select dividend-paying equities, employing both fundamental and technical analysis while generally avoiding frequent trading and complex strategies.

Wealth management College savings (529s, UTMA, etc.)
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Matthew M

Series 65

Bar Harbor, ME

Coston, McIsaac & Shea Financial Advisors

Matthew Mc Eachern is a financial advisor at Coston, McIsaac & Shea Financial Advisors with two years of industry experience. He holds a Series 65 credential and has previously worked at HMV, LLC for nine years. Matthew also works part-time as a staff accountant at Coston, McIsaac and Shea CPA’s. Coston, McIsaac & Shea Financial Advisors serves primarily individual clients, offering investment management, retirement planning, and consulting services. The firm focuses on long-term asset allocation using low-cost mutual funds and select dividend-paying equities, combining fundamental and technical analysis while generally avoiding frequent trading.

Wealth management College savings (529s, UTMA, etc.)
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