Thomas Shepherd
BlueDoor Private Wealth · Beverly, Massachusetts
Thomas Shepherd is a fee-only financial advisor at BlueDoor Private Wealth in Beverly, Massachusetts. Thomas focuses on tax planning, retirement planning and small business owners. BlueDoor Private Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | BlueDoor Private Wealth |
|---|---|
| Based in | Beverly, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $337.3M across 432 accounts |
| SEC registration | Investment adviser representative in CT · CRD 5289856 |
| Exams passed | Series 63 (2007) · Series 65 (2024) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.bluedoorprivate.com |
How Thomas's firm compares
- BlueDoor Private Wealth's average account is about $781,000, from its Form ADV (assets managed divided by 432 accounts).
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Questions about Thomas
Is Thomas Shepherd a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and BlueDoor Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Thomas charge for financial advice?
Thomas's firm, BlueDoor Private Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Thomas Shepherd based?
Thomas Shepherd is based in Beverly, Massachusetts.
What does Thomas specialize in?
Thomas's specialties include tax planning, retirement planning and small business owners.
Is Thomas Shepherd registered with the SEC?
Yes. Thomas Shepherd is registered as an investment adviser representative in CT (CRD 5289856), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does BlueDoor Private Wealth manage?
BlueDoor Private Wealth reports $337.3M across 432 accounts in assets under management.
How do I contact Thomas Shepherd?
Through Thomas's website, www.bluedoorprivate.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
- BlueDoor Private Wealth 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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