C.L. Sheldon & Company, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
C.L. Sheldon & Company is a small, fee-only advisory firm that works primarily with individual and high‑net‑worth clients, offering bundled financial planning, wealth management, standalone financial planning/consulting, and financial coaching. The firm provides ongoing investment advisory services as part of those engagements and may also offer tax preparation on a separate fee basis.
The firm emphasizes asset-allocation-driven portfolios composed mainly of mutual funds, ETFs and individual fixed‑income securities, and provides ongoing monitoring and periodic rebalancing tied to each client’s stated objectives. C.L. Sheldon delivers these services on a non‑discretionary basis — the firm reported all assets under management as non‑discretionary — so trade execution generally requires client consent and may be limited during periods of market volatility.
Distinctive aspects include a small advisory team and a bundled, flat‑fee service model in which the investment‑management component is separately identified within the engagement; the firm is also seeking SEC registration. C.L. Sheldon commonly recommends a specific custodian platform (and receives related support services), uses funds that include those available only through advisors, and maintains practices such as not accepting proxy voting or discretionary trading on client accounts.
Client services
Expertise
Demographic focus
Fee options
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
Generally $250 per hour for Curt Sheldon, $150 per hour for other staff for stand-alone financial planning and consulting
Financial coaching service monthly fees starting at $250 per month, paid in arrears
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
Main office
See officeFairfax Station VA
Advisors at this office
1
Offices (3)
Most active in
Florida · Maryland · Rhode Island · Texas · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
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.
Tonia P
ChFC®
Saint Augustine, FL
C.L. Sheldon & Company, LLC
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.
Tyler W
CFP®
Spring, TX
C.L. Sheldon & Company, LLC
Tyler West is a CFP® professional with one year of industry experience, currently serving at C.L. Sheldon & Company, LLC. His prior roles include positions at Your Money Line and Upward Bound, as well as experience with Broome County Government and the United States Army Reserves. C.L. Sheldon & Company is a small, fee-only advisory firm focusing on individual and high-net-worth clients. The firm offers bundled financial planning, wealth management, standalone consulting, and financial coaching, with an emphasis on asset-allocation-driven portfolios managed on a non-discretionary basis.
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