Shelton Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 10, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee

$20,000/yr

“There is no minimum fee required for financial planning or consulting services; however financial planning and consulting fees shall generally not exceed $20,000 annually.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Shelton Wealth Management, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are generally billed in advance each calendar quarter based on the market value of the assets under management/advisement on the last day of the previous calendar quarter.”
• “Negotiable 8 Wells Fargo Advisors will calculate and directly debit advisory fees from the clients’ accounts for assets within their programs.”
• “For stand-alone plans or services, fees for financial planning and/or consulting services are billed on an hourly or fixed rate in advance.”

How Shelton Wealth Management, LLC’s fees compare

• Its annual fee of $20,000 is above the Texas median of $6,000. 87% of the 106 other Texas planners that publish an annual fee charge less.
• 4 of the 4 other planners in Fort Worth that publish an annual fee charge less.

About Shelton Wealth Management, LLC

• Firm size: 4 employees.
• Registered as an adviser: 2021 (5 years).

Planning areas mentioned in the brochure

• Insurance analysis
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.75% a year

Minimum

No minimum stated in brochure

Clients

155

Employees

4

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions

Assets managed

$364,466,175

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

312686

Website

sheltonwealth.com (opens in new tab)

Phone

(817) 415-2877

Other planners in Fort Worth that publish fees

• 9I Capital Group LLCFort Worth$150/hr, $1,500⁠-⁠$10,000
• Aspen Wealth Management, LLCFort Worth$300/hr, $4,500
• CF FinancialFort Worth$2,500⁠-⁠$10,000
• Dean, Jacobson Financial ServicesFort Worth$75⁠-⁠$350/hr, $1,500⁠-⁠$20,000
• Diesslin Group, Inc.Fort Worth$250/hr, $72/mo
• Holland Investment Management, Inc.Fort Worth$300⁠-⁠$350/hr, $5,000⁠-⁠$25,000

Compare all 34 planners in Fort Worth