Sally Shelton
Marbella Wealth Advisory Group, LLC · Atlanta, Georgia
Sally Shelton is a fee-only financial advisor at Marbella Wealth Advisory Group, LLC in Atlanta, Georgia, who holds the CFP credential.
Questions about Sally
Is Sally Shelton a fee-only financial advisor?
Yes. Sally Shelton is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Sally's firm.
How does Sally Shelton charge for financial advice?
Sally's firm, Marbella Wealth Advisory Group, LLC, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Sally Shelton based?
Sally Shelton is based in Atlanta, Georgia.
What credentials does Sally Shelton hold?
Sally Shelton holds the CFP credential.
Is Sally Shelton registered with the SEC?
Yes. Sally Shelton is registered as an investment adviser representative in GA (CRD 6481452), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How do I contact Sally Shelton?
Contact details aren't on file yet. Search for Marbella Wealth Advisory Group, LLC.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| Firm | Marbella Wealth Advisory Group, LLC |
|---|---|
| Based in | Atlanta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Credentials | CFP |
| SEC registration | Investment adviser representative in GA · CRD 6481452 |
| Exams passed | Series 65 (2016) · Series 63 (2016) |
| Firm size | 1 employee |
| Disclosures | None reported |
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Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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