Shelby Beth Tatz Shelby

CFP

9 Years of Experience

Areas of Practice

Retirement PlanningTax PlanningEstate PlanningCharitable GivingInsurance PlanningEducation PlanningInvestment Management

Fiduciary Family Office, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

3 advisors

Number of Clients

45 clients

Average Client Portfolio

$15.5M average

Assets Under Management

$696.1M

Fee Structure

Minimum Investment:$2M

Minimum Annual Fee:$20,000

Location

150 East Palmetto Park Road, Suite 301, Boca Raton, FL, 33432

Get directions

History

Regulatory History

Clean regulatory record

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.

Employment History

Current Registrations

Fiduciary Family Office, LLC

November 2023 - Present · 2 yrs 3 mos

Previous Registrations

Farther

August 2020 - April 2024 · 3 yrs 8 mos

Goldman Sachs Personal Financial Management

August 2018 - August 2020 · 2 yrs

Sea Hunter Capital

June 2018 - August 2018 · 2 mos

Dg Wealth Partners LLC

December 2017 - December 2017 · 0 mos

Goldman Sachs & CO. LLCBroker

November 2015 - June 2017 · 1 yr 7 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.