# Diane Nelson

> Diane Nelson is a fee-only financial advisor at Shepherd Wealth Partners in Waxhaw, North Carolina. Shepherd Wealth Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/diane-nelson/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Shepherd Wealth Partners
- **Based in:** Waxhaw, North Carolina
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $75.7M across 259 accounts
- **CRD:** 7696832 (https://adviserinfo.sec.gov/individual/summary/7696832)
- **SEC registration:** Investment adviser representative in NC, SC
- **Exams passed:** Series 63 (2023), Series 66 (2026)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.shepherdwealthpartners.com

## Frequently asked questions

### Is Diane Nelson a fee-only financial advisor?

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

### How does Diane charge for financial advice?

Diane's firm, Shepherd Wealth Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Diane Nelson based?

Diane Nelson is based in Waxhaw, North Carolina.

### Is Diane Nelson registered with the SEC?

Yes. Diane Nelson is registered as an investment adviser representative in NC and SC (CRD 7696832), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Shepherd Wealth Partners manage?

Shepherd Wealth Partners reports $75.7M across 259 accounts in assets under management.

### How do I contact Diane Nelson?

Through Diane's website, www.shepherdwealthpartners.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7696832): 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

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