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How does the advisor help clients – Key Takeaways:
SHELTON FINANCIAL ADVISORS, LLC provides expert financial advice to clients in a professional manner. With years of experience in the field, they offer valuable insights and tailor-made solutions to help clients achieve their financial goals.
Facts and Insights
As a reputable financial advisory firm, SHELTON FINANCIAL ADVISORS, LLC has a proven track record of successfully guiding clients through their financial journeys. Their team of experts stays up-to-date with the latest market trends and economic developments, providing clients with valuable insights and recommendations.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 10+ | 20+ years |
Financial Services Offered
SHELTON FINANCIAL ADVISORS, LLC offers a wide range of financial services to cater to the diverse needs of their clients. Some of the services include financial planning, investment management, retirement planning, estate planning, and tax planning.
Client Types
The firm caters to a diverse client base including individuals, families, and businesses. They have a deep understanding of each client’s financial needs and customize their services accordingly.
Fees & Compensation
SHELTON FINANCIAL ADVISORS, LLC believes in complete transparency when it comes to fees and compensation. They charge a percentage of assets under management as their fees, which is mutually agreed upon by the client and the firm.
Background
SHELTON FINANCIAL ADVISORS, LLC was founded by John Shelton in 2000 with a vision to provide exceptional financial services to clients. With a team of experienced and knowledgeable advisors, the firm has earned a reputation for its expertise and commitment to client satisfaction.
Financial Advisor Disclosures to Know
As a registered advisor with the Securities and Exchange Commission (SEC), SHELTON FINANCIAL ADVISORS, LLC upholds the highest standards of conduct and ethical practices. They are legally required to disclose any conflicts of interest or potential risks to their clients, ensuring complete transparency at all times.