Pamela Scheppele
DWP Investment Management · Caribou, Maine
Pamela Scheppele is a fee-only financial advisor at DWP Investment Management in Caribou, Maine, who holds the CFP and ChFC credentials. Pamela focuses on small business owners. DWP Investment Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | DWP Investment Management |
|---|---|
| Based in | Caribou, Maine |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $66.8M across 341 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in TX · CRD 5409028 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.dwpim.com |
How Pamela's firm compares
- DWP Investment Management's average account is about $196,000, from its Form ADV (assets managed divided by 341 accounts).
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Questions about Pamela
Is Pamela Scheppele a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Pamela holds no broker registration, and DWP Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Pamela charge for financial advice?
Pamela's firm, DWP Investment Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Pamela Scheppele based?
Pamela Scheppele is based in Caribou, Maine.
What does Pamela specialize in?
Pamela's specialties include small business owners.
What credentials does Pamela Scheppele hold?
Pamela Scheppele holds the CFP and ChFC credentials.
Is Pamela Scheppele registered with the SEC?
Yes. Pamela Scheppele is registered as an investment adviser representative in TX (CRD 5409028), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does DWP Investment Management manage?
DWP Investment Management reports $66.8M across 341 accounts in assets under management.
How do I contact Pamela Scheppele?
Through Pamela's website, www.dwpim.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
- DWP Investment Management 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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