# Daniel Shepard

> Daniel Shepard is a fee-only financial advisor at Oak Road Wealth Management in Lee'S Summit, Missouri. Daniel focuses on retirement planning. Oak Road Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Oak Road Wealth Management
- **Based in:** Lee'S Summit, Missouri
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $80.1M across 108 accounts
- **Specialties:** Retirement planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 4593347 (https://adviserinfo.sec.gov/individual/summary/4593347)
- **SEC registration:** Investment adviser representative in AZ, KS, MO
- **Exams passed:** Series 65 (2015), Series 66 (2003)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://www.oakroadwealth.com

## Frequently asked questions

### Is Daniel Shepard a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Oak Road Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Daniel charge for financial advice?

Daniel's firm, Oak Road Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Daniel Shepard based?

Daniel Shepard is based in Lee'S Summit, Missouri.

### What does Daniel specialize in?

Daniel's specialties include retirement planning. Daniel works with retirees and pre-retirees.

### Is Daniel Shepard registered with the SEC?

Yes. Daniel Shepard is registered as an investment adviser representative in AZ, KS and MO (CRD 4593347), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Oak Road Wealth Management manage?

Oak Road Wealth Management reports $80.1M across 108 accounts in assets under management.

### How do I contact Daniel Shepard?

Through Daniel's website, www.oakroadwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4593347): 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://oakroadwealth.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.