William Shelmon Jr.
Advisor at Paycheck to Wealth, 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.
Advisor at Paycheck to Wealth, 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.
Location
Southfield, MI 48076
Credentials
Series 65
Industry experience
4 years
William Shelmon is a financial advisor at Paycheck to Wealth, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Toyota Motor of North America since 1990 as a product design engineer and executive project manager focused on investigating new technologies. Paycheck to Wealth provides fee-based investment advice and financial planning primarily to individual clients, offering subscription-based services, seminars, and employee-education workshops. The firm emphasizes passive, asset-class investing using low-cost index funds and model portfolios, incorporating statistical analysis and semi-annual portfolio monitoring.
Based on Paycheck to Wealth, LLC
Based on Paycheck to Wealth, LLC
$100 for a written financial plan
Associated persons may receive commissions as registered representatives of other broker-dealers; no obligation for clients to purchase through them.
Financial Planning Services at $100 per hour
Fee-only: Subscription service fees: Basic - $3/month or $35/year; Mid-Level - $5/month or $59/year; Gold Level - $10/month or $100/year; Financial Planning Services - $100/hour or $100 for a written plan with $50 deposit due at start
19785 W. 12 Mile Road, Suite 505
Southfield, MI 48076
Michigan
Paycheck to Wealth
2021 - Present (5 years)
Toyota Motor of North AMerica
1990 - Present (36 years)
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