Robert W. Baird & Co.
47yrs
Top advisor by experience in Denver
20yrs
Timothy Sheldon
Full name on record: Timothy Patrick Sheldon
Financial advisor at One Capital Management
Timothy Sheldon has worked in the financial industry for 20 years and is a fiduciary financial advisor based in Denver, Colorado. Timothy has been with One Capital Management since 2025; before that, Timothy spent less than a year at Advice and Planning Services and nine years at Strategic Advisers. Timothy holds the CFP® designation.
One of 2610 advisors with offices in Denver, and one of 2345 fiduciaries.
At a glance
Experience20 years (since 2006)
How that compares ?More experience than 69% of advisors in Denver
Office3300 E 1st Avenue Suite 480, Denver, CO 80206
How the firm is paid ?Percent of assets, Hourly, Subscription, Flat fee
Typical client at the firm ?$1.54 million
Advisors at the firm65
States licensed ?1 state
Services through One Capital Management
Financial planningInvestment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingNewsletters and publicationsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Sep 2025 – nowOne Capital Management, LLCCurrent firm
- Jul 2025 – Aug 2025
- 2008 – 2017Strategic Advisers LLCPreviously
- Sep 2006 – Oct 2006Ameriprise Financial Services, LLCPreviously
Contact Timothy
(805) 409-8150Firm headquarters in Westlake Village, CA. Ask for Timothy. 3300 E 1st Avenue Suite 480Denver, CO 80206Office · Get directions Firm websiteHTTP://WWW.ONESPORTS.CA
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Questions to ask Timothy
Tailored to Timothy’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Timothy
How do I contact Timothy?
Call One Capital Management at (805) 409-8150 and ask for Timothy Sheldon. Timothy works from the Denver, CO office.
How long has Timothy been a financial advisor?
Timothy has been in the industry since 2006, about 20 years. More experience than 69% of advisors in Denver.
What licenses does Timothy hold?
Series 66. Tap any license on this page to see what it allows.
Is Timothy a fiduciary?
Timothy is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Timothy paid?
One Capital Management reports being paid by a percentage of the assets they manage, hourly fees, subscription fees, flat or fixed fees. Ask Timothy for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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