Samuel Shelton
Shelton Wealth Management · Fort Worth, Texas
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.
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Specialties
Who they serve
- Multi-generational families
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 |
| Assets under management | $364.5M across 477 accounts |
| SEC registration | Investment adviser representative in TX · CRD 6096938 |
| Exams passed | Series 66 (2013) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.sheltonwealth.com |
How Samuel's firm compares
- Shelton Wealth Management's average account is about $764,000, from its Form ADV (assets managed divided by 477 accounts).
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Questions about Samuel
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.
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
- Shelton Wealth Management 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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