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Sheller Wealth Management, Inc.

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Client assets under management

$66,535,042

Clients

174

25% high-net worth

Advisors

2

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

87

High

Average account size

$382,385

About

Sheller Wealth Management provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers ongoing investment advisory services as well as standalone financial planning and retirement-account advice.

Portfolios are built from the firm’s model portfolios and customized to client goals, typically using individual equities, mutual funds, and ETFs, and occasionally alternative investments; the firm generally takes a long-term orientation but will trade for rebalancing, tax management, or changing client needs. Investment decisions draw on fundamental, technical, and charting analysis, with accounts monitored on a regular and continuous basis.

What distinguishes the firm from many peers is its set of affiliated businesses and dual roles for principals: the firm is affiliated through common control with an insurance company (Sheller Financial Services) and principals are licensed to sell insurance products for which they may receive commissions separate from advisory fees, and its advisory persons are registered representatives of LPL for commissionable securities transactions. The firm also may use investment research from an affiliated research company (S/A Analytics), a feature that can influence its research resources and conflicts-of-interest profile relative to other small advisory teams.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Wealth management Passive / index investing Private / alternative investments

Fee options

Fixed

Fixed fees for financial planning services determined in advance and agreed upon in writing

Percentage

up to 2.00% annually (negotiable depending on services, asset level, and client relationship)

Commissions

Advisory persons also registered representatives of LPL Financial LLC and may receive commissions for securities transactions and insurance products separately from advisory fees

Project-based

Up to $500 per hour for financial planning services

Other

Fee-only: Investment management fees and financial planning fees; no commissions on advisory services

Main office location

Sheller Wealth Management, Inc.

170 W. Cherry Street

Troy MO 63379, United States

Number of offices

1

Most active in

Missouri · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Ashley A

CFP®, Series 66

Troy, MO

Sheller Wealth Management, Inc.

Ashley Arnold is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Sheller Wealth Management, Inc. in Troy, MO. Prior to joining Sheller Wealth, Arnold has been affiliated with LPL Financial, LLC since 2017 and holds a leadership role as Vice President at S/A Analytics, Inc., where she is involved in economic research and analysis. Sheller Wealth Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm manages approximately $58.5 million in assets and uses a primarily long-term investment approach, combining fundamental, technical, and charting analysis to tailor portfolios primarily consisting of equities, fixed income, and ETFs.

Wealth management Passive / index investing Private / alternative investments
user avatar

Gary S

CFP®, Series 63

Troy, MO

Sheller Wealth Management, Inc.

Gary Sheller is a CFP® with 37 years of industry experience, currently serving as an advisor at Sheller Wealth Management, Inc. in Troy, MO. Before founding Sheller Wealth Management in 2017, he spent 11 years at Cutter & Company, Inc. Outside of financial advising, he is involved in operating Oakwind Farms Hunting Preserve, a business he owns in Troy. Sheller Wealth Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm manages approximately $58.5 million in assets and utilizes a primarily long-term investment approach, constructing customized portfolios from equities, fixed income, and ETFs.

Wealth management Passive / index investing Private / alternative investments
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