Advisor at Dalton Wealth Planners
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Firm
Dalton Wealth Planners
Location
Dalton, GA 30721
Credentials
Series 65
Industry experience
< 1 year
Christopher Shiflett is a financial advisor at Dalton Wealth Planners with a Series 65 designation and over a decade of experience in the financial industry. His background includes roles at North Georgia National Bank, Builtwell Bank, and Northside Bank. Dalton Wealth Planners serves individual and high-net-worth clients by providing wealth management that integrates discretionary investment management with comprehensive financial planning. The firm employs a combination of passive and active strategies based on modern portfolio theory and utilizes external model portfolios and independent advisers through the Altruist platform.
Based on Dalton Wealth Planners
Based on Dalton Wealth Planners
Fixed fees for Project-Based Financial Planning between $2,000 and $5,000
$0 - $500,000: 1.35% $500,001 - $1,000,000: 1.05% $1,000,001 - $5,000,000: 0.80% $5,000,001+: 0.70%
$500 per hour for Project-Based Financial Planning
Ongoing Financial Planning fees range from $0 to $3,000 per year, paid monthly in arrears
Fee-only: Fee-only firm; no commissions or sales-related compensation
1515 Abutment Rd, Suite 105
Dalton, GA 30721
Georgia
Dalton Wealth Planners, LLC
2024 - Present (2 years)
North Georgia National Bank
2023 - Present (3 years)
Builtwell Bank
2016 - 2023 (7 years)
Northside Bank
2012 - 2016 (4 years)
C&A Investment Properties, LLC
2012 - 2020 (8 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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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.
CFP®, Series 66
Dalton, GA
Dalton Wealth Planners
Series 63, Series 65
Dalton, GA
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