# Samuel Shelton

> Samuel Shelton is a fee-only financial advisor at Shelton Wealth Management in Fort Worth, Texas. Samuel focuses on estate & legacy planning, retirement planning and family wealth transfer. Shelton Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/samuel-shelton/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Shelton Wealth Management
- **Based in:** Fort Worth, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $364.5M across 477 accounts
- **Specialties:** Estate & legacy planning, Retirement planning, Family wealth transfer
- **Works with:** Multi-generational families
- **CRD:** 6096938 (https://adviserinfo.sec.gov/individual/summary/6096938)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 66 (2013)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://www.sheltonwealth.com/

## Frequently asked questions

### Is Samuel Shelton a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Samuel holds no broker registration, and Shelton Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Samuel charge for financial advice?

Samuel's firm, Shelton Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Samuel Shelton based?

Samuel Shelton is based in Fort Worth, Texas.

### What does Samuel specialize in?

Samuel's specialties include estate & legacy planning, retirement planning and family wealth transfer. Samuel works with multi-generational families.

### Is Samuel Shelton registered with the SEC?

Yes. Samuel Shelton is registered as an investment adviser representative in TX (CRD 6096938), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Shelton Wealth Management manage?

Shelton Wealth Management reports $364.5M across 477 accounts in assets under management.

### How do I contact Samuel Shelton?

Through Samuel's website, www.sheltonwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6096938): 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
- The firm's website (https://sheltonwealth.com/): specialties, clients served, and fees, checked October 30, 2026

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