Donald
Shelton
Simplicity Wealth
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About this Advisor
Donald Shelton is a financial advisor who works out of Summit, New Jersey who has 4 years of relevant experience. Shelton is an advisor for Simplicity Wealth. Their career trajectory has included roles at Ae Wealth Management, LLC, Simplicity Wealth, LLC, Vivid Dental Labs, LLC, Precise Loans, LLC, Precise Graphics, LLC, Precise Realty, LLC, Precise Capital, LLC, Precise Financial, LLC, Precise Holdings, LLC, Senior Advisor Corporation and Wealth Watch Advisors. Shelton maintains a Series 65 license, designating them as an investment advisor representative, and is registered to work in Florida. Simplicity Wealth is an advisory company that has its headquarters in Summit, NJ. The investment advisory business has offices in 33 locations and a total of 46 advisors. It controls $201 million in total assets across its 2,342 customer accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 2,342 accounts, just 1% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The firm performs a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors are based on the type of financial services provided. However, fee types charged by Simplicity Wealth may include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Simplicity Wealth Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$201,035,405
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
46
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
2,342
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$85,839
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Donald Shelton Work History
Donald has been registered as a financial advisor for 4 years.*
Precise Loans, LLC
Precise Graphics, LLC
Precise Realty, LLC
Precise Capital, LLC
Precise Financial, LLC
Precise Holdings, LLC
Simplicity Wealth, LLC
Vivid Dental Labs, LLC
Wealth Watch Advisors
Ae Wealth Management, LLC
Senior Advisor Corporation
*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 Donald Shelton 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 Simplicity Wealth
Summit, NJ
Denver, CO
Summit, NJ
Summit, NJ
Summit, NJ
Summit, NJ
Bowling Green, KY
Glastonbury, CT
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.
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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.
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