Curtis Sheldon is a CFP-designated registered investment advisor at C.L. Sheldon & Company, LLC, based in Fairfax Station, VA, with 15 years of industry experience. Curtis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 4 more. Their firm serves 115 clients with $78M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
C.L. Sheldon offers bundled financial planning and investment advisory services. The annual fee is a flat amount that includes both planning and investment management.
- Financial Planning tier: Minimum annual fee of $5,200, with $1,000 attributable to investment management.
- Wealth Management tier: Minimum annual fee of $9,000, with $2,000 attributable to investment management.
Account sizes must be at least $50,000 for the Financial Planning tier and $100,000 for the Wealth Management tier. The total bundled fee may exceed 2% of the assets managed, but the portion attributable to investment management will not exceed 2%.
Contact
Curtis Sheldon
Location
Fairfax Station, VA
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
C.L. Sheldon & Company, LLC
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Curtis (Curt) Sheldon is a CERTIFIED FINANCIAL PLANNER™ Practitioner, Enrolled Agent, Accredited Investment Fiduciary® Designee and President of C.L. Sheldon and Company, LLC. Curt provides comprehensive financial planning including Military and Veterans Administration benefits integration, tax planning and preparation, college planning, and retirement planning. He specializes in working with transitioning Senior Military Officers. As a CFP® Practitioner Curt has met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. As an Enrolled Agent he is admitted to represent clients in all 50 states at all levels of the IRS. The AIF Designation certifies Curt has specialized knowledge of fiduciary standards of care and their application to the investment management process. Prior to becoming a financial planner Curt served in the United States Air Force for 27 years as a Fighter Pilot. He holds an MBA in Individual Financial Planning from City University of Seattle, and a Bachelor of Science degree in Management/Finance from the United States Air Force Academy. Curt is a recognized expert on financial planning issues for military professionals. He has been a guest speaker on financial planning for transition at the Pentagon; Headquarters, Air Force Space Command; Headquarters, Air Mobility Command; Headquarters, Air Force Special Operations Command; Headquarters, Air Education and Training Command; and Camp Lejeune. He has also spoken on Military Tax Planning at the Annual Conference on Financial Education sponsored by the Institute for Financial Literacy. He has been quoted in the Wall Street Journal, The Huffington Post and published in Military Of