Tonia Peasley
C.L. Sheldon & Company · Saint Augustine, Florida
Tonia Peasley is a fee-only financial advisor at C.L. Sheldon & Company in Saint Augustine, Florida, who holds the ChFC credential. C.L. Sheldon & Company reports charging hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | C.L. Sheldon & Company |
|---|---|
| Based in | Saint Augustine, Florida |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Assets under management | $110.7M across 138 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in FL · CRD 6518145 |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | juniorofficermoney.com |
How Tonia's firm compares
- C.L. Sheldon & Company's average account is about $802,000, from its Form ADV (assets managed divided by 138 accounts).
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Questions about Tonia
Is Tonia Peasley a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Tonia holds no broker registration, and C.L. Sheldon & Company reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Tonia charge for financial advice?
Tonia's firm, C.L. Sheldon & Company, reports charging hourly fees and fixed fees on its SEC Form ADV.
Where is Tonia Peasley based?
Tonia Peasley is based in Saint Augustine, Florida.
What credentials does Tonia Peasley hold?
Tonia Peasley holds the ChFC credential.
Is Tonia Peasley registered with the SEC?
Yes. Tonia Peasley is registered as an investment adviser representative in FL (CRD 6518145), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does C.L. Sheldon & Company manage?
C.L. Sheldon & Company reports $110.7M across 138 accounts in assets under management.
How do I contact Tonia Peasley?
Through Tonia's website, juniorofficermoney.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Florida
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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