# Katherine McGee

> Katherine McGee is a fee-only financial advisor at Shepherd Street Advisors in Larkspur, California. Katherine focuses on retirement planning and tax planning. Shepherd Street Advisors reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Shepherd Street Advisors
- **Based in:** Larkspur, California
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $126.2M across 182 accounts
- **Specialties:** Retirement planning, Tax planning
- **Works with:** Founders, Executives
- **CRD:** 7913362 (https://adviserinfo.sec.gov/individual/summary/7913362)
- **SEC registration:** Investment adviser representative in CA, MD
- **Exams passed:** Series 65 (2024)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://shepherdstreetadvisors.com

## Frequently asked questions

### Is Katherine McGee a fee-only financial advisor?

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

### How does Katherine charge for financial advice?

Katherine's firm, Shepherd Street Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Katherine McGee based?

Katherine McGee is based in Larkspur, California.

### What does Katherine specialize in?

Katherine's specialties include retirement planning and tax planning. Katherine works with founders and executives.

### Is Katherine McGee registered with the SEC?

Yes. Katherine McGee is registered as an investment adviser representative in CA and MD (CRD 7913362), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Shepherd Street Advisors manage?

Shepherd Street Advisors reports $126.2M across 182 accounts in assets under management.

### How do I contact Katherine McGee?

Through Katherine's website, shepherdstreetadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7913362): 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://shepherdstreetadvisors.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.