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Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Other Financial Planning
    • -Tax Planning
  • Pension Consulting
    • -401k
    • -403b
    • -457
    • -Defined Benefit
    • -Other Pension Consulting
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Cardinal Point Capital Management Inc. 4 years, 1 month May 2013 - Present
Cardinal Point Wealth Management, LLC 7 years, 9 months Sep 2009 - Present
Bellatore Financial, Inc. 1 year, 11 months Feb 2008 - Jan 2010
Sheldon Consulting 1 month Jan 2008 - Feb 2008
Assante Capital Management 2 years, 11 months Jan 2005 - Dec 2007

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Jeffrey Sheldon

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Feb 24, 2017
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    N/A
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Cardinal Point Wealth Management, LLC

Last updated on June 12, 2017
    • $333.9M
      Total Assets Under Management
    • $0
      Total Assets Under Advisement
    • 150
      number of clients
    • $2.2M
      Estimated Average Account Balance Per Client

Fees

Fee Only Advisor
$
This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges