Firm
Shepherd Wealth Management
Independence, Kentucky
Fee-only
Shepherd Wealth Management at a glance
- One of 65 fee-only firms based in Kentucky in the Wellspent graph.
- 5 advisors are listed here; 1 of 5 hold the CFP.
- Its Form ADV reports 4 employees and 430 individual clients, 43 of them high net worth.
- Its average account is about $377,000 (assets it manages divided by its 430 accounts).
Fee-only advisors in Kentucky · What fee-only advisors charge in Kentucky
Facts
| Based in | Independence, Kentucky |
|---|
Shepherd Wealth Management fees
Shepherd Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $162 million |
| Individual clients | 387 |
| High-net-worth clients | 43 |
| Accounts managed | 430 |
| Employees | 4 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-131565) |
| Financial planning | Offered |
| Form ADV filed | October 19, 2026 |
| SEC record | CRD 312695 |