Donald A Shelton
Investment adviser representative at Simplicity Wealth
21 yearsExperience
1 stateRegistered in
$4.3BFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
21 years in the industry.
- Precise Capital, LLCFeb 2020 to now
- Precise Financial, LLCFeb 2020 to now
- Precise Graphics, LLCFeb 2020 to now
- Precise Loans, LLCFeb 2020 to now
- Precise Realty, LLCFeb 2020 to now
- Precise Holdings, LLCJan 2020 to now
- Simplicity Wealth, LLCOct 2019 to now
- Vivid Dental Labs, LLCApr 2019 to now
- Wealth Watch AdvisorsJul 2018 to Oct 2019
- Ae Wealth Management, LLCSep 2017 to Jul 2018
- Senior Advisor CorporationJan 2005 to Feb 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (FL).
Simplicity Wealth
Legal name: Simplicity Wealth LLC
$4.3BAssets managed
8,494Clients
251Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5675852
- Firm CRD
- 300572