William Shelmon is a registered investment advisor at Paycheck to Wealth, LLC, based in Southfield, MI, with 4 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 9 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Paycheck to Wealth monitors but does not manage client portfolios. Clients' portfolios are held and managed by an independent custodian. Paycheck to Wealth does not receive annual fees for portfolio management services. Instead, Paycheck to Wealth offers a tiered subscription-based investment advisory service billed monthly:
- Basic: $3/month or $35/year
- Mid-Level: $5/month or $59/year
- Gold Level: $10/month or $100/year
Location
19785 W. 12 Mile Road, Suite 505, Southfield, MI, 48076
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William works as an Executive Project Manager and Product Design Engineer at Toyota Motor of North America since 1990. He dedicates full-time hours to this role, including about two-thirds of his time during securities trading hours, investigating new technologies for product development.
Employment History
Current Registrations
Paycheck to Wealth, LLC
State Registrations1 state
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