Charles Terry
Shepherd Wealth Partners, LLC · Waxhaw, North Carolina
Charles Terry is a fee-only financial advisor at Shepherd Wealth Partners, LLC in Waxhaw, North Carolina, who holds the CAP and CFP credentials. Charles charges a percentage of assets, an ongoing planning fee and a one-time planning fee (ongoing planning from $2,500 a year and one-time plans from $1,500) and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Who they serve
- Pre-retirees
- Retirees
- Founders
- Executives
Facts
| Firm | Shepherd Wealth Partners, LLC |
|---|---|
| Based in | Waxhaw, North Carolina |
| Fee model | Percentage of assets · Ongoing planning fee · One-time planning fee |
| Fees (firm's website) | Ongoing planning from $2,500 a year · One-time plans from $1,500 · 1% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $75.7M across 259 accounts |
| Credentials | CAP · CFP |
| SEC registration | Investment adviser representative in NC, SC · CRD 5130876 |
| Exams passed | Series 65 (2006) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | shepherdwealthpartners.com |
| Profile |
How Charles's firm compares
- Ongoing planning starts at $2,500 a year, below the North Carolina median of $4,500 for fee-only firms that publish prices.
- A one-time plan starts at $1,500, below the North Carolina median of $1,950 for fee-only firms that publish prices.
- Shepherd Wealth Partners, LLC's average account is about $292,000, from its Form ADV (assets managed divided by 259 accounts).
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Questions about Charles
Is Charles Terry a fee-only financial advisor?
Yes. Charles Terry is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Charles's firm.
How does Charles charge for financial advice?
Charles charges a percentage of assets, an ongoing planning fee and a one-time planning fee.
How much does Charles charge?
According to Shepherd Wealth Partners, LLC's website, checked October 28, 2026: ongoing planning from $2,500 a year; one-time plans from $1,500; 1% a year on the first tier of assets managed.
Where is Charles Terry based?
Charles Terry is based in Waxhaw, North Carolina.
What does Charles specialize in?
Charles's specialties include retirement planning, tax planning, estate & legacy planning, small business owners and sustainable & impact investing. Charles works with pre-retirees, retirees, founders and executives.
What credentials does Charles Terry hold?
Charles Terry holds the CAP and CFP credentials.
Is Charles Terry registered with the SEC?
Yes. Charles Terry is registered as an investment adviser representative in NC and SC (CRD 5130876), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Shepherd Wealth Partners, LLC manage?
Shepherd Wealth Partners, LLC reports $75.7M across 259 accounts in assets under management.
How do I contact Charles Terry?
Through Charles's website, shepherdwealthpartners.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Shepherd Wealth Partners, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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