Adam Schneiberg
Shepherd Street Advisors · Larkspur, California
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.
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Specialties
Who they serve
- Founders
- Executives
Facts
| Firm | Shepherd Street Advisors |
|---|---|
| Based in | Larkspur, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $126.2M across 182 accounts |
| SEC registration | Investment adviser representative in CA, MD, TX · CRD 2169983 |
| Exams passed | Series 63 (1992) · Series 66 (2006) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | shepherdstreetadvisors.com |
| Profile |
How Adam's firm compares
- Shepherd Street Advisors's average account is about $694,000, from its Form ADV (assets managed divided by 182 accounts).
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Questions about Adam
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Shepherd Street Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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