# Patrick Sheppard

> Patrick Sheppard is a fee-only financial advisor at Atlantic Retirement & Wealth Advisors in Johns Island, South Carolina. Patrick focuses on retirement planning and family wealth transfer. Atlantic Retirement & Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Atlantic Retirement & Wealth Advisors
- **Based in:** Johns Island, South Carolina
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $44.9M across 112 accounts
- **Specialties:** Retirement planning, Family wealth transfer
- **Works with:** Retirees, Pre-retirees, Multi-generational families
- **CRD:** 1779929 (https://adviserinfo.sec.gov/individual/summary/1779929)
- **SEC registration:** Investment adviser representative in MA, NJ, SC, TX
- **Exams passed:** Series 66 (2009)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.atlanticretire.com

## Frequently asked questions

### Is Patrick Sheppard a fee-only financial advisor?

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

### How does Patrick charge for financial advice?

Patrick's firm, Atlantic Retirement & Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Patrick Sheppard based?

Patrick Sheppard is based in Johns Island, South Carolina.

### What does Patrick specialize in?

Patrick's specialties include retirement planning and family wealth transfer. Patrick works with retirees, pre-retirees and multi-generational families.

### Is Patrick Sheppard registered with the SEC?

Yes. Patrick Sheppard is registered as an investment adviser representative in MA, NJ, SC and TX (CRD 1779929), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Atlantic Retirement & Wealth Advisors manage?

Atlantic Retirement & Wealth Advisors reports $44.9M across 112 accounts in assets under management.

### How do I contact Patrick Sheppard?

Through Patrick's website, www.atlanticretire.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1779929): 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://atlanticretire.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.