Advisor at C.L. Sheldon & Company, 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.
Tonia Peasley is a ChFC® credentialed financial advisor with seven years of experience, currently serving at C.L. Sheldon & Company, LLC. Her prior work includes roles at Drucker Wealth and Zeiders Enterprise. C.L. Sheldon & Company provides financial planning and investment advisory services primarily to individual and high net worth clients, focusing on non-discretionary management with an emphasis on asset allocation across mutual funds, ETFs, and fixed-income securities. The firm offers bundled wealth management and financial planning engagements, 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
Saint Augustine, FL
Florida
Drucker Wealth
2021 - 2021 (1 year)
Zeiders Enterprise
2020 - 2021 (1 year)
C.L. Sheldon & Company, LLC
2019 - Present (7 years)
Vipkid
2017 - 2018 (1 year)
UnEMPLOYED
2016 - 2017 (1 year)
Retirement Plan Management
2015 - 2016 (1 year)
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
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Other specialized services
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