A complete list of active advisors currently associated with C.L. Sheldon & Company, LLC
Warmer can help you find a great advisor at C.L. Sheldon & Company, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at C.L. Sheldon & Company, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Saint Augustine, FL
| —
| |
Fairfax Station, VA
| 15
|
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