McKenna Sheldon
Private Advisory Group · Lehi, Utah
McKenna Sheldon is a fee-only financial advisor at Private Advisory Group in Lehi, Utah, who holds the CFP credential. McKenna focuses on tax planning, estate & legacy planning and founders (pre-exit). Private Advisory Group reports charging a percentage of assets and performance-based fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Executives
- Multi-generational families
Facts
| Firm | Private Advisory Group |
|---|---|
| Based in | Lehi, Utah |
| Fee model (firm's Form ADV) | Percentage of assets · Performance-based fees |
| Assets under management | $2.14B across 3,217 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in UT · CRD 7072453 |
| Exams passed | Series 66 (2019) |
| Firm size | 31 employees |
| Disclosures | None reported |
| Website | privateadvisory.com |
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Questions about McKenna
Is McKenna Sheldon a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: McKenna holds no broker registration, and Private Advisory Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does McKenna charge for financial advice?
McKenna's firm, Private Advisory Group, reports charging a percentage of assets and performance-based fees on its SEC Form ADV.
Where is McKenna Sheldon based?
McKenna Sheldon is based in Lehi, Utah.
What does McKenna specialize in?
McKenna's specialties include tax planning, estate & legacy planning, founders (pre-exit) and family wealth transfer. McKenna works with founders, executives and multi-generational families.
What credentials does McKenna Sheldon hold?
McKenna Sheldon holds the CFP credential.
Is McKenna Sheldon registered with the SEC?
Yes. McKenna Sheldon is registered as an investment adviser representative in UT (CRD 7072453), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Private Advisory Group manage?
Private Advisory Group reports $2.14B across 3,217 accounts in assets under management.
How do I contact McKenna Sheldon?
Through McKenna's website, privateadvisory.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
- Private Advisory Group 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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