Tonia Peasley is a ChFC-designated registered investment advisor at C.L. Sheldon & Company, LLC, based in Saint Augustine, FL. Tonia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 138 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
C.L. Sheldon & Company, LLC charges a flat annual fee for bundled financial planning and investment management services. The fee varies based on the service tier selected:
- Financial Planning tier — minimum annual fee of $6,000, of which $1,000 is attributed to investment management.
- Wealth Management tier — minimum annual fee of $12,000, of which $2,000 is attributed to investment management.
Fees are paid quarterly in arrears. While flat fees for bundled services may exceed 2.00% of portfolio value depending on account size, the portion specifically attributable to investment management services will not exceed 2.00%.
Location
Saint Augustine, FL
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 →Employment History
Current Registrations
C.L. Sheldon & Company, LLC
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.
Exams
More Advisors
- Frank Corso, ChFCCetera Investment Advisers LLC
- Eugene Novitski, CFPInvestment Advisor Group
- Catherine Stone, CFPAmeriprise Financial Services, LLC
- Michael Moceri, CFPStrategic Advisers LLC
- Damian Karas, CFADignum Et Justum
- Kenneth Tucker, CFP, ChFCLPL Financial LLC