Advisor at Buck Wealth Strategies, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Buck Wealth Strategies, LLC
Location
Pleasantan, CA 94566
Credentials
CFP®, Series 63
Industry experience
30 years
Kevin Shelton is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Buck Wealth Strategies, LLC. His prior roles include positions at The Prudential Insurance Company of America and Fidelity Brokerage Services LLC. Shelton is also involved with Madison Avenue Securities, LLC and E.A. Buck Insurance. Buck Wealth Strategies works with individuals, trusts, and employer-sponsored retirement plans, providing discretionary investment management, financial planning, and retirement-plan advisory services through a multi-advisor team managing approximately $565 million in discretionary assets. The firm employs a top-down investment approach focused on tactical asset allocation and constructs portfolios using equities, ETFs, mutual funds, and fixed income tailored to client risk profiles.
Based on Buck Wealth Strategies, LLC
Based on Buck Wealth Strategies, LLC
Retirement plan advisory flat fees range from $2,500 to $50,000; fees based on plan assets up to 1.50% also possible.
Up to 1.50% annually, negotiable based on account size, complexity, and other factors
Insurance commissions received separately from advisory fees; commissions vary by product and carrier.
Financial planning hourly rate of $400/hour used for prorated fees if agreement terminated early.
Account minimum: $25,000 Fee-only: Financial planning fees negotiated individually; 50% due on signing, remainder on delivery; hourly rate $400/hour for prorated fees on terminated agreements.
4725 First St., Ste 215
Pleasantan, CA 94566
California
Buck Wealth Strategies, LLC
2025 - Present (1 year)
Madison Avenue Securities, LLC
2025 - Present (1 year)
E.A. Buck Insurance
2025 - Present (1 year)
LPL Enterprise
2024 - 2025 (1 year)
The Prudential Insurance Company Of America
2022 - 2025 (3 years)
Pruco Securities, LLC
2022 - 2024 (2 years)
Royal Alliance Associates, Inc.
2018 - 2022 (4 years)
Signator Financial Services, Inc.
2018 - 2018 (1 year)
Unemployed
2018 - 2018 (1 year)
Fidelity Brokerage Services LLC
2013 - 2018 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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.
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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Financial Solution Advisors Corp.
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