Sheller Wealth Management, Inc.
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About
Sheller Wealth Management provides discretionary investment management and financial planning to individuals, high net worth clients, trusts, estates, and businesses. The firm reports managing roughly $68 million for about 174 clients and operates with a two-advisor team.
Its investment process is primarily long-term and customized from model portfolios, typically using individual equities, mutual funds, and ETFs and occasionally alternative investments; the firm applies fundamental, technical and charting analysis and conducts ongoing monitoring with at least annual reviews. Financial planning is offered as part of management or on a separate engagement, and the advisory team includes CERTIFIED FINANCIAL PLANNER professionals.
The brochure discloses several uncommon features for a firm of this size: an affiliated insurance company (Sheller Financial Services) and advisory persons who are licensed insurance professionals, with insurance sales handled as separate, commissionable transactions in addition to advisory fees. The firm’s principals also have ownership in S/A Analytics, an investment research and analysis company whose research the advisor may use, and many advisory persons are registered representatives of LPL, the custodian the firm typically recommends — relationships the brochure describes as potential sources of conflicts of interest.
Client services
Expertise
Fee options
Fixed fee amounts determined in advance and agreed to in writing for financial planning services
up to 2.00% annually (negotiable, based on complexity, assets and relationship)
up to $500 per hour (financial planning services)
Main office
170 W. Cherry Street
Troy MO 63379
Advisors at this office
2
Most active in
Missouri · Texas
Also doing business as
Sheller Financial Services, Inc. · Sheller Wealth Management, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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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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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Ashley A
CFP®, Series 66
Troy, MO
Sheller Wealth Management, Inc.
Ashley Arnold is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Sheller Wealth Management, Inc. in Troy, MO. She has worked with LPL Financial, LLC since 2017 and holds a vice president role at S/A Analytics, Inc., where she is involved in economic research and analysis. Sheller Wealth Management provides discretionary investment management and financial planning services to individuals, high net worth clients, trusts, estates, and businesses. The firm manages approximately $68 million for about 174 clients, utilizing a primarily long-term, customized investment approach that includes individual equities, mutual funds, ETFs, and occasional alternative investments.
Gary S
CFP®, Series 63
Troy, MO
Sheller Wealth Management, Inc.
Gary Sheller is a CFP® professional with 38 years of experience in the financial services industry. He has held roles at Cutter & Company, Inc. and LPL Financial, and he has operated Sheller Wealth Management, Inc. since 2017. In addition to his advisory work, he has been involved in a variety of business ventures, including a hunting preserve called Oakwind Farms Hunting Preserve, Inc. Sheller Wealth Management provides discretionary investment management and financial planning services to individuals, high net worth clients, trusts, estates, and businesses. The firm manages approximately $68 million for around 174 clients through customized, long-term investment strategies that include equities, mutual funds, ETFs, and occasional alternative investments.
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