Firm
Shepherd Wealth Partners, LLC
Waxhaw, North Carolina
Fee-only
Shepherd Wealth Partners, LLC at a glance
- One of 278 fee-only firms based in North Carolina in the Wellspent graph.
- 3 advisors are listed here; 1 of 3 hold the CFP.
- Its Form ADV reports 2 employees and 90 individual clients, 39 of them high net worth.
- Its average account is about $292,000 (assets it manages divided by its 259 accounts).
- Its ongoing planning fee starts at $2,500 a year, below the North Carolina median of $4,500.
- Its website says it's taking new clients.
Fee-only advisors in North Carolina · What fee-only advisors charge in North Carolina
Facts
| Based in | Waxhaw, North Carolina |
|---|---|
| Website | shepherdwealthpartners.com |
| [email protected] | |
| Phone | (704) 443-8455 |
Shepherd Wealth Partners, LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $2,500 a year |
|---|---|
| One-time plan | From $1,500 |
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Percentage of assets · Ongoing planning fee · One-time plans or projects |
In the firm's words
"Starting at $2,500 annual commitment · billed quarterly" source
"Starting at $1,500 one-time engagement" source
"First $1 million 1.00%" source
"Starting at $2,500 annual commitment · billed quarterly" source
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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $76 million |
| Individual clients | 51 |
| High-net-worth clients | 39 |
| Accounts managed | 259 |
| Employees | 2 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | April 14, 2026 |
| SEC record | CRD 288920 |