Michael Sheldon
Washington Trust Advisors · Wellesley, Massachusetts
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.
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Facts
| Firm | Washington Trust Advisors |
|---|---|
| Based in | Wellesley, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $2.39B across 1,779 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in CA, CT, FL, MA, MD, NH, NM, NY, PA, RI, SC, TX, VA · CRD 421164 |
| Exams passed | Series 63 (1995) |
| Firm size | 21 employees |
| Disclosures | None reported |
| Website | www.washtrustwealth.com |
How Michael's firm compares
- Washington Trust Advisors's average account is about $1.3 million, from its Form ADV (assets managed divided by 1,779 accounts).
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Questions about Michael
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Wellesley
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
- 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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