Shepherd Advisory LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Shepherd Advisory provides fractional family office and personal CFO services, comprehensive financial planning, and non-discretionary portfolio recommendations to high-net-worth individuals, families, and single-family offices. The firm coordinates across clients' broader advisory networks—CPAs, attorneys, custodians, and investment managers—and assists in evaluating and selecting third‑party advisers.
Its investment approach is goals-based and holistic, relying on account aggregation, cash‑flow modeling, net worth tracking, asset allocation review, and fee and tax-efficiency analysis to shape long-term, diversified recommendations. All investment advice is provided non‑discretionarily and implemented only with client approval.
What is distinctive for a firm in this category is the combination of formal financial planning and portfolio management delivered through a fractional family office model, together with a fixed quarterly retainer billing structure. The firm also discloses offering tax return preparation within its highest service tier, documented referral relationships with outside private bank advisors, and a currently disclosed familial client relationship in its regulatory disclosures.
Client services
Expertise
Demographic focus
Fee options
Not applicable (fees are fixed retainers, not based on AUM)
Quarterly retainer fees range from $7,500 – $12,000 (Tier 1), $15,000 – $21,000 (Tier 2), and $30,000 – $45,000 (Tier 3)
Minimum fee: Quarterly fixed retainer fees ranging from $7,500 to $45,000 depending on service tier Fee-only: Fixed quarterly retainer fees billed in advance; fee-only compensation, no commissions or other fees received
Main office
Heath TX
Advisors at this office
1
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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