William Hepburn
Shadowridge Asset Management · Austin, Texas
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.
Request an introduction to William →
Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Shadowridge Asset Management |
|---|---|
| Based in | Austin, Texas |
| Fee model | Hourly · One-time planning fee |
| Assets under management | $126.7M across 870 accounts |
| SEC registration | Investment adviser representative in AZ · CRD 1444970 |
| Exams passed | Series 63 (1987) · Series 65 (1995) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | shadowridgeinvest.com |
| Profile |
How William's firm compares
- Shadowridge Asset Management's average account is about $146,000, from its Form ADV (assets managed divided by 870 accounts).
Request an introduction to William
Tell William a little about what you're looking for. William isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about William
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.
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
- Shadowridge Asset Management 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.
See something wrong? Request a correction. Read our methodology.