Scott Shepherd
Uniting Wealth Partners · Denver, Colorado
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.
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Facts
| Firm | Uniting Wealth Partners |
|---|---|
| Based in | Denver, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $934.6M across 2,337 accounts |
| SEC registration | Investment adviser representative in AR · CRD 2099250 |
| Exams passed | Series 63 (1992) · Series 65 (1994) |
| Firm size | 23 employees |
| Disclosures | Reported; see the SEC record |
| Website | unitingwealthpartners.com |
How Scott's firm compares
- Uniting Wealth Partners's average account is about $400,000, from its Form ADV (assets managed divided by 2,337 accounts).
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Questions about Scott
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.
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
- 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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