C.L. Sheldon & Company, LLC

C.L. Sheldon & Company, LLC at a glance

• One of 305 fee-only firms based in Virginia in the Wellspent graph.
• 3 advisors are listed here; 2 of 3 hold the CFP.
• Its Form ADV reports 10 employees and 138 individual clients, 34 of them high net worth.
• Its average account is about $802,000 (assets it manages divided by its 138 accounts).

Fee-only advisors in Virginia · What fee-only advisors charge in Virginia

Facts

C.L. Sheldon & Company, LLC fees

C.L. Sheldon & Company, LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (3)

• Curtis Sheldon

  AIF · CFP · EA

• Tonia Peasley

  ChFC

• Tyler West

  CFP

Other fee-only firms in Alexandria

• ClearVue Financial
• Craftwork Capital
• D'Agaro Financial Advisory
• G, G, & M Financial Goals
• Iconic Wealth Management
• Katz Family Financial Advisors
• Massie Financial Planning
• Monument Wealth Management

Fee-only advisors in Virginia