Advisor at C.L. Sheldon & Company, LLC
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Firm
C.L. Sheldon & Company, LLC
Location
Fairfax Station, VA
Credentials
CFP®, Series 65
Industry experience
15 years
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.
Based on C.L. Sheldon & Company, LLC
Flat fee included as part of bundled services; minimum annual fees as noted above
Curt Sheldon: $250/hour; other staff: $150/hour
Financial coaching monthly fees start at $250, paid in arrears
Account minimum: $60,000 Minimum fee: Financial Planning tier: $6,000 annually (minimum), Wealth Management tier: $12,000 annually (minimum) Fee-only: Bundled financial planning and investment advisory services on a negotiable fee-only basis; flat fees for bundled services may exceed 2% of assets under management, but investment management portion will not exceed 2% of assets
Fairfax Station, VA
Colorado · Florida · Texas · Virginia
C.L. Sheldon & Company
2009 - Present (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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.
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