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CFP
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CFP

Kevin Sheldahl

Appian Way Financial
23 Years of Experience
Pasadena, CA
Sells Insurance
View SEC Summary
View SEC Summary

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 Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 104 clients with $140M in assets under management.

Appian Way Financial
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
104 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$142.9M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $3.0M1.00%
$3M+0.75%

Accounts for the same individual or family can be aggregated to qualify for lower fee rates.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

680 E Colorado Blvd, Ste 180, Pasadena, CA, 91101

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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.

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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
July 2013 - Present · 13 yrs 3 mos
Previous Registrations
Penniall & Associates
October 2008 - December 2013 · 5 yrs 2 mos
Pension Architects Advisory Group, LLC
October 2007 - June 2013 · 5 yrs 8 mos
Penniall & Associates, INC.
October 2003 - November 2008 · 5 yrs 1 mo
American Express Financial Advisors, INC.
May 2002 - May 2003 · 1 yr
State Registrations1 state
CA
Advisor

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
No exam information available for this advisor.
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