Katherine McGee
Shepherd Street Advisors · Larkspur, California
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.
Request an introduction to Katherine →
Specialties
Who they serve
- Founders
- Executives
Facts
| Firm | Shepherd Street Advisors |
|---|---|
| Based in | Larkspur, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $126.2M across 182 accounts |
| SEC registration | Investment adviser representative in CA, MD · CRD 7913362 |
| Exams passed | Series 65 (2024) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | shepherdstreetadvisors.com |
| Profile |
How Katherine's firm compares
- Shepherd Street Advisors's average account is about $694,000, from its Form ADV (assets managed divided by 182 accounts).
Request an introduction to Katherine
Tell Katherine a little about what you're looking for. Katherine isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Katherine
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.
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
- Shepherd Street Advisors 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.
See something wrong? Request a correction. Read our methodology.