Daniel Shepard
Oak Road Wealth Management · Lee'S Summit, Missouri
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
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 |
| Assets under management | $80.1M across 108 accounts |
| SEC registration | Investment adviser representative in AZ, KS, MO · CRD 4593347 |
| Exams passed | Series 65 (2015) · Series 66 (2003) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.oakroadwealth.com |
| Profile |
How Daniel's firm compares
- Oak Road Wealth Management's average account is about $741,000, from its Form ADV (assets managed divided by 108 accounts).
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Questions about Daniel
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.
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
- Oak Road Wealth Management 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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