C.L. Sheldon & Company, LLC

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Client assets under management

$101,483,026

Clients

127

24% high-net-worth

Advisors

of 10 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

High

Average account size

$799,079

About

C.L. Sheldon & Company serves individual and high-net-worth clients with bundled financial planning and wealth management, standalone planning and consulting, and financial coaching for those starting out. The firm operates on a fee-only basis and also offers tax-preparation services to clients on a separate-fee arrangement.

The firm’s investment work centers on asset-allocation and monitoring using mutual funds, ETFs and individual fixed‑income securities, and it may recommend funds with limited availability such as Dimensional Fund Advisors products. C.L. Sheldon provides ongoing portfolio review and rebalancing recommendations but generally manages client accounts on a non‑discretionary basis, using account aggregation tools for reporting and treating cash positions as a material allocation component.

What is noteworthy relative to peers is that C.L. Sheldon reports its entirety of AUM—approximately $101.5 million—as non‑discretionary, a structure that is uncommon among similar supported firms. The firm also directs clients toward a specific custodian platform (Altruist) from which it may receive non‑monetary support, and maintains a trade‑error policy that reimburses account losses while retaining net gains in the firm’s custodian account.

Client services

Financial planning Portfolio management

Expertise

General retirement planning Income planning General tax planning Wealth management

Fee options

Fixed

Flat fee included as part of bundled services; minimum annual fees as noted above

Project-based

Curt Sheldon: $250/hour; other staff: $150/hour

Subscriptions

Financial coaching monthly fees start at $250, paid in arrears

Other

Account minimum: $60,000 Minimum fee: Financial Planning tier: $6,000 annually (minimum), Wealth Management tier: $12,000 annually (minimum) Fee-only: Bundled financial planning and investment advisory services on a negotiable fee-only basis; flat fees for bundled services may exceed 2% of assets under management, but investment management portion will not exceed 2% of assets

Main office location

C.L. Sheldon & Company, LLC

Fairfax Station VA, United States

Number of offices

Most active in

Colorado · Florida · Rhode Island · Texas · Virginia

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook X Website 703-542-4000

Advisors at this firm

Curtis S

CFP®, Series 65

Fairfax Station, VA

C.L. Sheldon & Company, LLC

Curtis Sheldon is a CFP® with 15 years of industry experience and has been the sole advisor at C.L. Sheldon & Company, LLC since 2009. He holds a Series 65 license and operates out of Fairfax Station, VA. C.L. Sheldon & Company provides financial planning and investment advisory services primarily to individual and high net worth clients. The firm focuses on a non-discretionary advisory model, emphasizing asset allocation across mutual funds, ETFs, fixed-income securities, and cash positions, while offering bundled wealth management, financial coaching, and tax-preparation services.

General retirement planning Income planning General tax planning Wealth management

Tonia P

ChFC®

Saint Augustine, FL

C.L. Sheldon & Company, LLC

Tonia Peasley is a ChFC® credentialed financial advisor with seven years of experience, currently serving at C.L. Sheldon & Company, LLC. Her prior work includes roles at Drucker Wealth and Zeiders Enterprise. C.L. Sheldon & Company provides financial planning and investment advisory services primarily to individual and high net worth clients, focusing on non-discretionary management with an emphasis on asset allocation across mutual funds, ETFs, and fixed-income securities. The firm offers bundled wealth management and financial planning engagements, financial coaching, and tax-preparation services.

General retirement planning Income planning General tax planning Wealth management

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