William Shelmon
Paycheck to Wealth · Southfield, Michigan
William Shelmon is a fee-only financial advisor at Paycheck to Wealth in Southfield, Michigan. William charges an ongoing planning fee, a one-time planning fee and hourly fees (ongoing planning from $36 a year and $100 an hour).
Request an introduction to William →
Who they serve
- Early-career professionals
Facts
| Firm | Paycheck to Wealth |
|---|---|
| Based in | Southfield, Michigan |
| Fee model | Ongoing planning fee · One-time planning fee · Hourly |
| Fees (firm's website) | Ongoing planning from $36 a year · $100 an hour |
| Accepting new clients | Yes |
| SEC registration | Investment adviser representative in MI · CRD 7330161 |
| Exams passed | Series 65 (2020) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | paychecktowealth.com |
Request an introduction to William
Tell William a little about what you're looking for. William 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 William
Is William Shelmon a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Paycheck to Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does William charge for financial advice?
William charges an ongoing planning fee, a one-time planning fee and hourly fees.
How much does William charge?
According to Paycheck to Wealth's website, checked October 30, 2026: ongoing planning from $36 a year; $100 an hour.
Where is William Shelmon based?
William Shelmon is based in Southfield, Michigan.
Is William Shelmon registered with the SEC?
Yes. William Shelmon is registered as an investment adviser representative in MI (CRD 7330161), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How do I contact William Shelmon?
Through William's website, paychecktowealth.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
- Paycheck to Wealth 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.