# Graham Shepherd

> Graham Shepherd is a fee-only financial advisor at Armor Investment Advisors in Raleigh, North Carolina, who holds the CFP credential. Graham focuses on retirement planning, tax planning and estate & legacy planning. Armor Investment Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Armor Investment Advisors
- **Based in:** Raleigh, North Carolina
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $356.0M across 206 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning, Small business owners
- **Works with:** Retirees
- **CRD:** 5560183 (https://adviserinfo.sec.gov/individual/summary/5560183)
- **SEC registration:** Investment adviser representative in NC
- **Exams passed:** Series 63 (2008)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** http://www.armorinvestmentadvisors.com/

## Frequently asked questions

### Is Graham Shepherd a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Graham holds no broker registration, and Armor Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Graham charge for financial advice?

Graham's firm, Armor Investment Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Graham Shepherd based?

Graham Shepherd is based in Raleigh, North Carolina.

### What does Graham specialize in?

Graham's specialties include retirement planning, tax planning, estate & legacy planning and small business owners. Graham works with retirees.

### What credentials does Graham Shepherd hold?

Graham Shepherd holds the CFP credential.

### Is Graham Shepherd registered with the SEC?

Yes. Graham Shepherd is registered as an investment adviser representative in NC (CRD 5560183), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Armor Investment Advisors manage?

Armor Investment Advisors reports $356.0M across 206 accounts in assets under management.

### How do I contact Graham Shepherd?

Through Graham's website, www.armorinvestmentadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5560183): 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://www.armorinvestmentadvisors.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.