Advisor at Alton Point Advisors, 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
Alton Point Advisors, LLC
Location
Westminster, MD
Credentials
Series 66
Industry experience
18 years
Shaun Blakeslee is a financial advisor at Alton Point Advisors, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial and PNC Investments. Outside of advising, he hosts an educational and entertainment podcast covering topics such as money, business, entrepreneurship, and finance. Alton Point Advisors, LLC is a small, independent firm founded in 2022 that provides discretionary asset management and hourly financial planning primarily for individual clients. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to develop tailored investment strategies and conducts quarterly reviews for rebalancing and tax-loss harvesting.
Based on Alton Point Advisors, LLC
$0 - $500,000: 1.00% annually $500,000.01 - $750,000: 0.90% annually $750,000.01 - $1,000,000: 0.80% annually $1,000,000.01 - $1,250,000: 0.70% annually $1,250,000.01 - $1,500,000: 0.60% annually $1,500,000.01+: 0.50% annually
$150 per hour
Westminster, MD
Maryland
Alton Point Advisors, LLC
2022 - Present (4 years)
Money On Point LLC
2022 - Present (4 years)
925 Wesley LLC
2018 - 2020 (2 years)
LPL Financial, llc
2017 - 2022 (5 years)
SFG Wealth Management, LLC
2017 - 2022 (5 years)
PNC investments
2009 - 2017 (8 years)
PNC investments
2009 - 2017 (8 years)
Shaun Blakeslee, Sole Proprietor
2005 - Present (21 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.
Verified by Warmer
CFP®
Eldersburg, MD
ABEL Financial Management Co.
Hi, I'm Steve. I've loved financial planning ever since I was a kid watching the ticker tape on CNBC as my mom, a homemaker learned about finances herself. I grew up in a very frugal household who taught me about working hard and saving for the future. My mother was a homemaker or "domestic engineer" as she calls it and my father was a federal employee. I was fortunate to be introduced to Rita Abel and become the owner of her small, family owned financial planning firm in 2019. Today we work with approximately 60 families. What makes us unique is our passion to be "accountability partner's" for our clients to ensure they take care of the important financial matters in their lives. We are part financial advisors and party financial therapists for our married couples but most importantly we are organized, proactive and have a passion for financial planning. Looking forward to meeting and if you want to know more, I encourage you to read our google reviews online. Just search "Abel Financial Reviews" in google.
CFP®, Series 63
Glyndon, MD
Lenz Integrity Financial
Series 66
Owings Mills, MD
Gramel Capital Management LLC
Series 65
Westminster, MD
Wealth Builders Financial Group LLC
CFP®, Series 66
Owings Mills, MD
BRC Financial Planning
CFA®, Series 66
Upperco, MD
Belleros Capital Management, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")