# Michael Sheldon

> Michael Sheldon is a fee-only financial advisor at Washington Trust Advisors in Wellesley, Massachusetts, who holds the CFP and CFA credentials. Washington Trust Advisors reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/michael-sheldon/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Washington Trust Advisors
- **Based in:** Wellesley, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $2.39B across 1,779 accounts
- **Credentials:** CFP, CFA
- **CRD:** 421164 (https://adviserinfo.sec.gov/individual/summary/421164)
- **SEC registration:** Investment adviser representative in CA, CT, FL, MA, MD, NH, NM, NY, PA, RI, SC, TX, VA
- **Exams passed:** Series 63 (1995)
- **Firm size:** 21 employees
- **Disclosures:** None reported
- **Website:** http://www.washtrustwealth.com

## Frequently asked questions

### Is Michael Sheldon a fee-only financial advisor?

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

### How does Michael charge for financial advice?

Michael's firm, Washington Trust Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Michael Sheldon based?

Michael Sheldon is based in Wellesley, Massachusetts.

### What credentials does Michael Sheldon hold?

Michael Sheldon holds the CFP and CFA credentials.

### Is Michael Sheldon registered with the SEC?

Yes. Michael Sheldon is registered as an investment adviser representative in CA, CT, FL, MA, MD, NH, NM, NY, PA, RI, SC, TX and VA (CRD 421164), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Washington Trust Advisors manage?

Washington Trust Advisors reports $2.39B across 1,779 accounts in assets under management.

### How do I contact Michael Sheldon?

Through Michael's website, www.washtrustwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/421164): 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

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