Lindsay Shetterly
Glassman Wealth · Vienna, Virginia
Lindsay Shetterly is a fee-only financial advisor at Glassman Wealth in Vienna, Virginia. Lindsay focuses on retirement planning, estate & legacy planning and tax planning. Glassman Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
Facts
| Firm | Glassman Wealth |
|---|---|
| Based in | Vienna, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Fees (firm's website) | A $2,000,000 asset minimum |
| Assets under management | $2.56B across 3,038 accounts |
| SEC registration | Investment adviser representative in MD, TX, VA · CRD 4812468 |
| Exams passed | Series 65 (2004) |
| Firm size | 21 employees |
| Disclosures | None reported |
| Website | www.glassmanwealth.com |
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Questions about Lindsay
Is Lindsay Shetterly a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lindsay holds no broker registration, and Glassman Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lindsay charge for financial advice?
Lindsay's firm, Glassman Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
How much does Lindsay charge?
According to Glassman Wealth's website, checked October 30, 2026: a $2,000,000 asset minimum.
Where is Lindsay Shetterly based?
Lindsay Shetterly is based in Vienna, Virginia.
What does Lindsay specialize in?
Lindsay's specialties include retirement planning, estate & legacy planning and tax planning. Lindsay works with retirees.
Is Lindsay Shetterly registered with the SEC?
Yes. Lindsay Shetterly is registered as an investment adviser representative in MD, TX and VA (CRD 4812468), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Glassman Wealth manage?
Glassman Wealth reports $2.56B across 3,038 accounts in assets under management.
How do I contact Lindsay Shetterly?
Through Lindsay's website, www.glassmanwealth.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
- Glassman Wealth website : specialties, clients served, and fees, checked October 30, 2026
- 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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