Gary Sheller
Gary Sheller is a CFP-designated registered investment advisor at Sheller Wealth Management, INC., based in Troy, MO, with 37 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 174 clients with $68M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Investment advisory fees range up to 2.00% annually depending on factors such as the complexity of the services to be provided, level of assets to be managed, and the overall relationship with the Advisor. Fees may be negotiable.
Fee Estimator
Location
170 W. Cherry Street, Troy, MO, 63379
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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 →Other Business ActivitiesSells Insurance
Gary is involved in numerous real estate rental businesses and owns Oakwind Farms Hunting Preserve, Inc. He also operates Sheller Financial Services, which includes property and casualty insurance, and Sheller Wealth Management, Inc., where he provides investment advisory services, dedicating full-time hours to these activities.
Employment History
Current Registrations
Sheller Wealth Management, INC.
LPL Financial LLCBroker
Previous Registrations
Cutter & Company, INC.Broker
Cutter & Company, INC.
Century Securities Associates INC
Century Securities Associates, INC.Broker
Fortis Investors, INC.Broker
Anchor National Financial Services, INC.Broker
State Registrations7 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.