Curtis Sheldon
C.L. Sheldon & Company, LLC · Alexandria, Virginia
Curtis Sheldon is a fee-only financial advisor at C.L. Sheldon & Company, LLC in Alexandria, Virginia, who holds the AIF, CFP and EA credentials. C.L. Sheldon & Company, LLC reports charging hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | C.L. Sheldon & Company, LLC |
|---|---|
| Based in | Alexandria, Virginia |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Assets under management | $110.7M across 138 accounts |
| Credentials | AIF · CFP · EA · MBA |
| SEC registration | Investment adviser representative in FL, TX, VA · CRD 5831786 |
| Exams passed | Series 65 (2010) |
| Firm size | 10 employees |
| Disclosures | None reported |
How Curtis's firm compares
- C.L. Sheldon & Company, LLC's average account is about $802,000, from its Form ADV (assets managed divided by 138 accounts).
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Questions about Curtis
Is Curtis Sheldon a fee-only financial advisor?
Yes. Curtis Sheldon is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Curtis's firm.
How does Curtis charge for financial advice?
Curtis's firm, C.L. Sheldon & Company, LLC, reports charging hourly fees and fixed fees on its SEC Form ADV.
Where is Curtis Sheldon based?
Curtis Sheldon is based in Alexandria, Virginia.
What credentials does Curtis Sheldon hold?
Curtis Sheldon holds the AIF, CFP, EA and MBA credentials.
Is Curtis Sheldon registered with the SEC?
Yes. Curtis Sheldon is registered as an investment adviser representative in FL, TX and VA (CRD 5831786), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does C.L. Sheldon & Company, LLC manage?
C.L. Sheldon & Company, LLC reports $110.7M across 138 accounts in assets under management.
How do I contact Curtis Sheldon?
Contact details aren't on file yet. Search for C.L. Sheldon & Company, LLC.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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