Spring, TX Office

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.