Tracy Shackelford
Tenzing Financial · Williamsburg, Virginia
Tracy Shackelford is a fee-only financial advisor at Tenzing Financial in Williamsburg, Virginia. Tracy focuses on retirement planning, estate & legacy planning and family wealth transfer. Tenzing Financial reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Multi-generational families
- Mid-life transitions
Facts
| Firm | Tenzing Financial |
|---|---|
| Based in | Williamsburg, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $231.1M across 752 accounts |
| SEC registration | Investment adviser representative in TX, VA · CRD 5561043 |
| Exams passed | Series 63 (2012) · Series 65 (2015) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.tenzingfinancial.us |
| Profile |
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Questions about Tracy
Is Tracy Shackelford a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Tracy holds no broker registration, and Tenzing Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Tracy charge for financial advice?
Tracy's firm, Tenzing Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Tracy Shackelford based?
Tracy Shackelford is based in Williamsburg, Virginia.
What does Tracy specialize in?
Tracy's specialties include retirement planning, estate & legacy planning and family wealth transfer. Tracy works with retirees, multi-generational families and mid-life transitions.
Is Tracy Shackelford registered with the SEC?
Yes. Tracy Shackelford is registered as an investment adviser representative in TX and VA (CRD 5561043), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Tenzing Financial manage?
Tenzing Financial reports $231.1M across 752 accounts in assets under management.
How do I contact Tracy Shackelford?
Through Tracy's website, www.tenzingfinancial.us.
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
- Tenzing Financial 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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