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Tonia Marie Peasley

Advisor at C.L. Sheldon & Company, LLC — Saint Augustine, FL

Updated today

Credentials

ChFC®

Experience

< 1 year

Location

Saint Augustine, FL

C.L. Sheldon & Company, LLC logo

C.L. Sheldon & Company, LLC

Supported

Total advisors

3

Across 3 offices

Clients per advisor

46 Typical

Avg AUM per client

$802,052 Typical

HNW client ratio

25% Typical

About

Tonia Peasley is a financial advisor at C.L. Sheldon & Company, LLC with a ChFC® designation and seven years of industry experience. Her prior roles include positions at Drucker Wealth and Zeiders Enterprise. C.L. Sheldon & Company is a small, fee-only advisory firm serving individual and high-net-worth clients with services such as bundled financial planning, wealth management, and financial coaching. The firm focuses on asset-allocation-driven portfolios primarily composed of mutual funds, ETFs, and individual fixed-income securities, providing ongoing monitoring and rebalancing on a non-discretionary basis.

Client services

Based on C.L. Sheldon & Company, LLC

Financial planning Portfolio management

Expertise

Based on C.L. Sheldon & Company, LLC

Debt management Cash flow / budgeting

Demographic focus

Based on C.L. Sheldon & Company, LLC

Young Professionals

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Fee options

Fixed

Flat fee included as part of bundled service agreement; financial coaching has a monthly flat fee starting at $250; minimum annual flat fees: $6,000 for Financial Planning tier and $12,000 for Wealth Management tier

Project-based

Generally $250 per hour for Curt Sheldon, $150 per hour for other staff for stand-alone financial planning and consulting

Subscriptions

Financial coaching service monthly fees starting at $250 per month, paid in arrears

Other

Account minimum: $60,000 for Financial Planning tier; $120,000 for Wealth Management tier (generally not allowing accounts below these sizes) Minimum fee: Financial Planning tier minimum annual fee of $6,000 (of which $1,000 is for investment management); Wealth Management tier minimum annual fee of $12,000 (of which $2,000 is for investment management) Fee-only: Negotiable flat fee-only basis for bundled financial planning and non-discretionary investment advisory services; stand-alone financial planning and consulting fees generally $250/hour for Curtis Sheldon, $150/hour for other staff; monthly financial coaching fees start at $250

Location

See office

Saint Augustine, FL

Saint Augustine FL

Advisors at this office

1

Most active in

Florida

Work history

< 1 year of industry experience

Drucker Wealth

2021 - 2021 • 1 year

New York, NY

Zeiders Enterprise

2020 - 2021 • 1 year

Woodbridge, VA

C.L. Sheldon & Company, LLC

2019 - Present • 7 years

Alexandria, VA

Vipkid

2017 - 2018 • 1 year

Cummings, GA

UnEMPLOYED

2016 - 2017 • 1 year

San Antonio, TX

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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Kenneth T

CFP®, ChFC®, Series 63, Series 65

Saint Augustine, FL

LPL Financial

Kenneth Tucker Jr. is a financial advisor at LPL Financial with 12 years of industry experience. He holds the CFP® and ChFC® designations and previously worked at First Command Advisory Services and related firms for nearly nine years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network of representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management alongside model portfolios and research.

College savings (529s, UTMA, etc.)
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Dalton B

CFA®, Series 66

St. Augustine, FL

Sovereign Wealth Office LLC

Dalton Boatright is a CFA® charterholder and holds a Series 66 license with three years of industry experience. He is currently the sole advisor at Sovereign Wealth Office LLC, an independent registered investment adviser, and previously worked at Legacy Trust Family Wealth Offices for six years. Sovereign Wealth Office LLC provides wealth management and financial planning services to individuals, high-net-worth clients, charitable organizations, and corporate clients. The firm's investment approach combines fundamental, technical, and cyclical analysis with both passive and active portfolio construction, offering diversified access to traditional and alternative investment vehicles, including institutional and pooled vehicle management.

Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Values-based investing
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Jeffrey M

CFP®, Series 63, Series 65

Saint Johns, FL

Create Wealth Financial Planning LLC

Jeffrey Mcdermott is a CFP® professional with 20 years of industry experience, currently serving as the sole advisor at Create Wealth Financial Planning LLC in Saint Johns, FL. His prior experience includes roles at Wealth Mode Financial Planning and TIAA-CREF Individual & Institutional Services. Create Wealth Financial Planning LLC serves individual clients, high-net-worth individuals, and small businesses by providing tailored investment management alongside comprehensive and project-based financial planning. The firm focuses on passive portfolio construction guided by Modern Portfolio Theory, using low-cost index funds and ETFs, and offers subscription-style ongoing planning with a one-year minimum commitment.

General retirement planning College savings (529s, UTMA, etc.) Tax strategies for small businesses Cash flow / budgeting Founder/Business Owner

Hunter K

CFP®

St. Augustine, FL

Palm Valley Wealth Management LLC

Hunter Kelly, CFP® is the founder of Palm Valley Wealth Management.
Hunter has dedicated his career to helping clients achieve genuine financial planning that is advice-driven rather than product-driven. His approach is to take a holistic view of each client's unique story and provide strategic advice based on their goals and values. Hunter spent six years working with clients directly at a large traditional firm, earning his CERTIFIED FINANCIAL PLANNER™ designation along the way. Today, he resides in St. Augustine, Florida with his wife, Emily, and their two children, Lucas and Leah. In his free time, he enjoys grilling, spending time outdoors with his family, and socializing with friends.

Wealth management Attorney Doctor or Medical Professional Mid-Career Professionals Gen Y/Millennials (Born 1980-1995)
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Mitchell M

Series 63, Series 65

Saint Johns, FL

Riverwood Capital Advisors, LLC

Mitchell Malone is a financial advisor at Riverwood Capital Advisors, LLC with 35 years of industry experience. He holds Series 63 and Series 65 designations and has been with Riverwood Capital Advisors since 2007. Riverwood Capital Advisors provides discretionary, separately managed investment accounts primarily for high-net-worth individuals, trusts, estates, corporations, partnerships, non-profit organizations, and endowments. The firm employs fundamental analysis along with technical, cyclical, and statistical methods to create customized portfolios, offering both long-only and long/short strategies with ongoing supervision.

Options & derivatives strategies Active portfolio management Concentrated stock management Wealth management
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Damian K

CFA®, Series 63

Saint Augustine, FL

Dignum et Justum

Damian Karas is a CFA® charterholder with 12 years of industry experience. He has worked at UBS Securities from 2014 to 2026 before founding Dignum et Justum Investments, LLC, where he is currently the sole advisor. Dignum et Justum is an independent SEC-registered investment adviser offering discretionary portfolio management and optional financial planning to individuals, families, trusts, corporate entities, and charitable organizations. The firm employs fundamentally driven, bottom-up investment strategies with a focus on intrinsic value and client-directed ethical investment restrictions.

Active portfolio management Options & derivatives strategies Cash flow / budgeting
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