# Adam Schneiberg

> Adam Schneiberg is a fee-only financial advisor at Shepherd Street Advisors in Larkspur, California. Adam focuses on retirement planning and tax planning. Shepherd Street Advisors reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/adam-schneiberg/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Shepherd Street Advisors
- **Based in:** Larkspur, California
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $126.2M across 182 accounts
- **Specialties:** Retirement planning, Tax planning
- **Works with:** Founders, Executives
- **CRD:** 2169983 (https://adviserinfo.sec.gov/individual/summary/2169983)
- **SEC registration:** Investment adviser representative in CA, MD, TX
- **Exams passed:** Series 63 (1992), Series 66 (2006)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://shepherdstreetadvisors.com

## Frequently asked questions

### Is Adam Schneiberg a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Adam holds no broker registration, and Shepherd Street Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Adam charge for financial advice?

Adam's firm, Shepherd Street Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Adam Schneiberg based?

Adam Schneiberg is based in Larkspur, California.

### What does Adam specialize in?

Adam's specialties include retirement planning and tax planning. Adam works with founders and executives.

### Is Adam Schneiberg registered with the SEC?

Yes. Adam Schneiberg is registered as an investment adviser representative in CA, MD and TX (CRD 2169983), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Shepherd Street Advisors manage?

Shepherd Street Advisors reports $126.2M across 182 accounts in assets under management.

### How do I contact Adam Schneiberg?

Through Adam's website, shepherdstreetadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2169983): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://shepherdstreetadvisors.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.