Diane Nelson
Shepherd Wealth Partners · Waxhaw, North Carolina
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.
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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 | $75.7M across 259 accounts |
| SEC registration | Investment adviser representative in NC, SC · CRD 7696832 |
| Exams passed | Series 63 (2023) · Series 66 (2026) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.shepherdwealthpartners.com |
How Diane's firm compares
- Shepherd Wealth Partners's average account is about $292,000, from its Form ADV (assets managed divided by 259 accounts).
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Questions about Diane
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.
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
- 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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