Gregory Shepard
S&a Financial Services · Overland Park, Kansas
Gregory Shepard is a fee-only financial advisor at S&a Financial Services in Overland Park, Kansas. S&a Financial Services reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | S&a Financial Services |
|---|---|
| Based in | Overland Park, Kansas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $392.3M across 1,884 accounts |
| SEC registration | Investment adviser representative in KS, TX · CRD 4126464 |
| Exams passed | Series 63 (2001) · Series 65 (2002) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.safinancialservices.com |
How Gregory's firm compares
- S&a Financial Services's average account is about $208,000, from its Form ADV (assets managed divided by 1,884 accounts).
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Questions about Gregory
Is Gregory Shepard a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gregory holds no broker registration, and S&a Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Gregory charge for financial advice?
Gregory's firm, S&a Financial Services, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Gregory Shepard based?
Gregory Shepard is based in Overland Park, Kansas.
Is Gregory Shepard registered with the SEC?
Yes. Gregory Shepard is registered as an investment adviser representative in KS and TX (CRD 4126464), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does S&a Financial Services manage?
S&a Financial Services reports $392.3M across 1,884 accounts in assets under management.
How do I contact Gregory Shepard?
Through Gregory's website, www.safinancialservices.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Overland Park
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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