# Scott Shepherd

> Scott Shepherd is a fee-only financial advisor at Uniting Wealth Partners in Denver, Colorado. Uniting Wealth Partners reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/scott-shepherd/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Uniting Wealth Partners
- **Based in:** Denver, Colorado
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $934.6M across 2,337 accounts
- **CRD:** 2099250 (https://adviserinfo.sec.gov/individual/summary/2099250)
- **SEC registration:** Investment adviser representative in AR
- **Exams passed:** Series 63 (1992), Series 65 (1994)
- **Firm size:** 23 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://unitingwealthpartners.com/

## Frequently asked questions

### Is Scott Shepherd a fee-only financial advisor?

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

### How does Scott charge for financial advice?

Scott's firm, Uniting Wealth Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Scott Shepherd based?

Scott Shepherd is based in Denver, Colorado.

### Is Scott Shepherd registered with the SEC?

Yes. Scott Shepherd is registered as an investment adviser representative in AR (CRD 2099250), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Uniting Wealth Partners manage?

Uniting Wealth Partners reports $934.6M across 2,337 accounts in assets under management.

### How do I contact Scott Shepherd?

Through Scott's website, unitingwealthpartners.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2099250): 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

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.