John Shepherd
BlueDoor Private Wealth · St. Petersburg, Florida
John Shepherd is a fee-only financial advisor at BlueDoor Private Wealth in St. Petersburg, Florida. John focuses on tax planning, retirement planning and small business owners. BlueDoor Private Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | BlueDoor Private Wealth |
|---|---|
| Based in | St. Petersburg, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $337.3M across 432 accounts |
| SEC registration | Investment adviser representative in OR · CRD 732037 |
| Exams passed | Series 63 (2023) · Series 65 (2011) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.bluedoorprivate.com |
How John's firm compares
- BlueDoor Private Wealth's average account is about $781,000, from its Form ADV (assets managed divided by 432 accounts).
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Questions about John
Is John Shepherd a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and BlueDoor Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does John charge for financial advice?
John's firm, BlueDoor Private Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is John Shepherd based?
John Shepherd is based in St. Petersburg, Florida.
What does John specialize in?
John's specialties include tax planning, retirement planning and small business owners.
Is John Shepherd registered with the SEC?
Yes. John Shepherd is registered as an investment adviser representative in OR (CRD 732037), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does BlueDoor Private Wealth manage?
BlueDoor Private Wealth reports $337.3M across 432 accounts in assets under management.
How do I contact John Shepherd?
Through John's website, www.bluedoorprivate.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
- BlueDoor Private Wealth website : specialties, clients served, and fees, checked October 30, 2026
- 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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