Michael
Shelby
1 North Wealth Services, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Michael Shelby is a financial advisor who works out of Annapolis, Maryland. Shelby is on the advisory team at 1 North Wealth Services, LLC. The advisor has gained experience at Michael K. Shelby, Cpa, LLC and Lpl Financial. Shelby maintains a Series 65 license, qualifying them as an investment advisor representative, and is able to advise clients in Maryland. 1 North Wealth Services, LLC is a company that has its headquarters in Annapolis, MD. It handles $243 million in assets across its 685 client accounts, placing it among the mid-sized firms in the nation by assets under management. The firm advises one charities and foundations. Of its 685 customer accounts, 35% are held by high-net-worth investors who have greater than $1 million in assets. The business performs a set of services, such as financial planning services and portfolio management for individuals and small businesses. A financial advisor's fee schedules typically are based on which services the firm provides the client. However, fees charged by 1 North Wealth Services, LLC likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
1 North Wealth Services, LLC Brokerage Details
$243,118,884
5
685
$354,918
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Michael Shelby Work History
Michael has been registered as a financial advisor for 0 years.*
Michael K. Shelby, Cpa, LLC
Lpl Financial
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Shelby to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at 1 North Wealth Services, LLC
Annapolis, MD
Annapolis, MD
Annapolis, MD
Annapolis, MD
Annapolis, MD
Annapolis, MD
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
