Kevin Sheldahl
Kevin Sheldahl is a CFP-designated registered investment advisor at Appian Way Financial, based in Pasadena, CA, with 23 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 100 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $3.0M | 1.00% |
| $3M+ | 0.75% |
Investment supervisory services accounts may be aggregated for the benefit of discounting your asset-based fee.
Fee Estimator
Location
680 E Colorado Blvd, Ste 180, Pasadena, CA, 91101
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 →Other Business ActivitiesSells Insurance
Kevin has been an insurance agent with unaffiliated carriers since 2010. This insurance-related activity takes about 10-20% of his time, including during market hours.
Employment History
Current Registrations
Appian Way Financial
Previous Registrations
Penniall & Associates
Pension Architects Advisory Group, LLC
Penniall & Associates, INC.
American Express Financial Advisors, INC.
State Registrations1 state
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.