# William Hepburn

> William Hepburn is a fee-only financial advisor at Shadowridge Asset Management in Austin, Texas. William charges hourly fees and a one-time planning fee and focuses on retirement planning.

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

## Facts

- **Firm:** Shadowridge Asset Management
- **Based in:** Austin, Texas
- **Fee model:** Hourly; One-time planning fee
- **Assets under management (firm):** $126.7M across 870 accounts
- **Specialties:** Retirement planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 1444970 (https://adviserinfo.sec.gov/individual/summary/1444970)
- **SEC registration:** Investment adviser representative in AZ
- **Exams passed:** Series 63 (1987), Series 65 (1995)
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** http://shadowridgeinvest.com/

## Frequently asked questions

### Is William Hepburn a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Shadowridge Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does William charge for financial advice?

William charges hourly fees and a one-time planning fee.

### Where is William Hepburn based?

William Hepburn is based in Austin, Texas.

### What does William specialize in?

William's specialties include retirement planning. William works with retirees and pre-retirees.

### Is William Hepburn registered with the SEC?

Yes. William Hepburn is registered as an investment adviser representative in AZ (CRD 1444970), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Shadowridge Asset Management manage?

Shadowridge Asset Management reports $126.7M across 870 accounts in assets under management.

### How do I contact William Hepburn?

Through William's website, shadowridgeinvest.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1444970): 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://shadowridgeinvest.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.