# David Shelton

> David Shelton is a fee-only financial advisor at Harvard Avenue in Gilbert, Arizona. David charges a percentage of assets (0.9% a year on the first tier of assets managed) and focuses on retirement planning, estate & legacy planning and tax planning.

Page: https://find.wellspent.co/advisors/david-shelton/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Harvard Avenue
- **Based in:** Gilbert, Arizona
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 0.9% a year on the first tier of assets managed
- **Assets under management (firm):** $64.6M across 531 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning
- **CRD:** 8300810 (https://adviserinfo.sec.gov/individual/summary/8300810)
- **SEC registration:** Investment adviser representative in AZ
- **Exams passed:** Series 65 (2026)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.harvardave.com

## Frequently asked questions

### Is David Shelton a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Harvard Avenue reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does David charge for financial advice?

David charges a percentage of assets.

### How much does David charge?

According to Harvard Avenue's website, checked October 30, 2026: 0.9% a year on the first tier of assets managed.

### Where is David Shelton based?

David Shelton is based in Gilbert, Arizona.

### What does David specialize in?

David's specialties include retirement planning, estate & legacy planning and tax planning.

### Is David Shelton registered with the SEC?

Yes. David Shelton is registered as an investment adviser representative in AZ (CRD 8300810), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Harvard Avenue manage?

Harvard Avenue reports $64.6M across 531 accounts in assets under management.

### How do I contact David Shelton?

Through David's website, www.harvardave.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8300810): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.harvardave.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.