Christopher Shiflett
Dalton Wealth Planners · Dalton, Georgia
Christopher Shiflett is a fee-only financial advisor at Dalton Wealth Planners in Dalton, Georgia. Dalton Wealth Planners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Dalton Wealth Planners |
|---|---|
| Based in | Dalton, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.5M across 13 accounts |
| SEC registration | Investment adviser representative in FL, GA · CRD 8058030 |
| Exams passed | Series 65 (2025) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.daltonwp.com |
How Christopher's firm compares
- Dalton Wealth Planners's average account is about $116,000, from its Form ADV (assets managed divided by 13 accounts).
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Questions about Christopher
Is Christopher Shiflett a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Christopher holds no broker registration, and Dalton Wealth Planners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Christopher charge for financial advice?
Christopher's firm, Dalton Wealth Planners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Christopher Shiflett based?
Christopher Shiflett is based in Dalton, Georgia.
Is Christopher Shiflett registered with the SEC?
Yes. Christopher Shiflett is registered as an investment adviser representative in FL and GA (CRD 8058030), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Dalton Wealth Planners manage?
Dalton Wealth Planners reports $1.5M across 13 accounts in assets under management.
How do I contact Christopher Shiflett?
Through Christopher's website, www.daltonwp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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