Jeffrey Albright
Shepherd Wealth Management · Cincinnati, Ohio
Jeffrey Albright is a fee-only financial advisor at Shepherd Wealth Management in Cincinnati, Ohio. Shepherd Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Shepherd Wealth Management |
|---|---|
| Based in | Cincinnati, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $162.1M across 430 accounts |
| SEC registration | Investment adviser representative in NC, OH, PA · CRD 3262336 |
| Exams passed | Series 63 (2000) · Series 66 (2003) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.buzzsprout.com/1726205/8924722 |
How Jeffrey's firm compares
- Shepherd Wealth Management's average account is about $377,000, from its Form ADV (assets managed divided by 430 accounts).
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Questions about Jeffrey
Is Jeffrey Albright a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Shepherd Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeffrey charge for financial advice?
Jeffrey's firm, Shepherd Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jeffrey Albright based?
Jeffrey Albright is based in Cincinnati, Ohio.
Is Jeffrey Albright registered with the SEC?
Yes. Jeffrey Albright is registered as an investment adviser representative in NC, OH and PA (CRD 3262336), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Shepherd Wealth Management manage?
Shepherd Wealth Management reports $162.1M across 430 accounts in assets under management.
How do I contact Jeffrey Albright?
Through Jeffrey's website, www.buzzsprout.com/1726205/8924722.
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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