Travis Shepherd
Prostatis Group · Greenwell Springs, Louisiana
Travis Shepherd is a fee-only financial advisor at Prostatis Group in Greenwell Springs, Louisiana. Travis focuses on retirement planning, tax planning and estate & legacy planning. Prostatis Group reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Prostatis Group |
|---|---|
| Based in | Greenwell Springs, Louisiana |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Fees (firm's website) | A $500,000 asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $605.4M across 3,806 accounts |
| SEC registration | Investment adviser representative in LA · CRD 5941472 |
| Exams passed | Series 65 (2010) |
| Firm size | 27 employees |
| Disclosures | None reported |
| Website | prostatisadvisors.com |
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Questions about Travis
Is Travis Shepherd a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Travis holds no broker registration, and Prostatis Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Travis charge for financial advice?
Travis's firm, Prostatis Group, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
How much does Travis charge?
According to Prostatis Group's website, checked October 30, 2026: a $500,000 asset minimum.
Does Travis work with clients virtually?
Yes. Prostatis Group says on its website that it works with clients remotely.
Where is Travis Shepherd based?
Travis Shepherd is based in Greenwell Springs, Louisiana.
What does Travis specialize in?
Travis's specialties include retirement planning, tax planning and estate & legacy planning. Travis works with retirees and pre-retirees.
Is Travis Shepherd registered with the SEC?
Yes. Travis Shepherd is registered as an investment adviser representative in LA (CRD 5941472), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Prostatis Group manage?
Prostatis Group reports $605.4M across 3,806 accounts in assets under management.
How do I contact Travis Shepherd?
Through Travis's website, prostatisadvisors.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
- Prostatis Group 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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