Joshua Garland
Shepherd Wealth Management · Independence, Kentucky
Joshua Garland is a fee-only financial advisor at Shepherd Wealth Management in Independence, Kentucky, who holds the CFP and MBA credentials.
- $162M
- Firm assets managed
- $377,000
- Firm's average account
- 2011
- First securities exam
How does Joshua's firm compare?
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Shepherd Wealth Management's average account is about $377,000, from its Form ADV (assets managed divided by 430 accounts).
Questions about Joshua
Is Joshua Garland a fee-only financial advisor?
Yes. Joshua Garland is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Joshua's firm.
How does Joshua Garland charge for financial advice?
Joshua's firm, Shepherd Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Joshua Garland based?
Joshua Garland is based in Independence, Kentucky.
What credentials does Joshua Garland hold?
Joshua Garland holds the CFP and MBA credentials.
Is Joshua Garland registered with the SEC?
Yes. Joshua Garland is registered as an investment adviser representative in KY, OH, PA and TX (CRD 5944284), per SEC Investment Adviser Public Disclosure data as of October 27, 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 Joshua Garland?
Contact details aren't on file yet. Search for Shepherd Wealth Management.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| Firm | Shepherd Wealth Management |
|---|---|
| Based in | Independence, Kentucky |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $162.1M across 430 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in KY, OH, PA, TX · CRD 5944284 |
| Exams passed | Series 63 (2011) · Series 66 (2012) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Profile |
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Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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