C.L. Sheldon & Company, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$101,483,026
Total clients
127
24% high-net worth
Total advisors
2
of 10 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
64
Average account size
$799,079
About
C.L. Sheldon & Company serves individual and high-net-worth clients with bundled financial planning and wealth management, standalone planning and consulting, and financial coaching for those starting out. The firm operates on a fee-only basis and also offers tax-preparation services to clients on a separate-fee arrangement.
The firm’s investment work centers on asset-allocation and monitoring using mutual funds, ETFs and individual fixed‑income securities, and it may recommend funds with limited availability such as Dimensional Fund Advisors products. C.L. Sheldon provides ongoing portfolio review and rebalancing recommendations but generally manages client accounts on a non‑discretionary basis, using account aggregation tools for reporting and treating cash positions as a material allocation component.
What is noteworthy relative to peers is that C.L. Sheldon reports its entirety of AUM—approximately $101.5 million—as non‑discretionary, a structure that is uncommon among similar supported firms. The firm also directs clients toward a specific custodian platform (Altruist) from which it may receive non‑monetary support, and maintains a trade‑error policy that reimburses account losses while retaining net gains in the firm’s custodian account.
Client services
Expertise
Fee options
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
Main office location
C.L. Sheldon & Company, LLC
Fairfax Station VA, United States
Number of offices
5
Most active in
Colorado · Florida · Rhode Island · Texas · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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