Scott Shelton
Shelton Wealth Management · Fort Worth, Texas
Scott Shelton is a fee-only financial advisor at Shelton Wealth Management in Fort Worth, Texas. Scott 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.
Request an introduction to Scott →
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 7372644 |
| Exams passed | Series 63 (2021) · Series 65 (2024) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.sheltonwealth.com |
| Profile |
How Scott's firm compares
- Shelton Wealth Management's average account is about $764,000, from its Form ADV (assets managed divided by 477 accounts).
Request an introduction to Scott
Tell Scott a little about what you're looking for. Scott isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Scott
Is Scott Shelton a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Scott 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 Scott charge for financial advice?
Scott's firm, Shelton Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Scott Shelton based?
Scott Shelton is based in Fort Worth, Texas.
What does Scott specialize in?
Scott's specialties include estate & legacy planning, retirement planning and family wealth transfer. Scott works with multi-generational families.
Is Scott Shelton registered with the SEC?
Yes. Scott Shelton is registered as an investment adviser representative in TX (CRD 7372644), 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 Scott Shelton?
Through Scott'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.
See something wrong? Request a correction. Read our methodology.