Shepherd Financial LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Shepherd Financial provides wealth management, discretionary portfolio management, and financial planning to individuals, high‑net‑worth households, trusts, estates and retirement plans. The firm also offers standalone financial planning engagements and retirement plan advisory services to plan sponsors and their participants.
The firm’s investment approach is primarily long‑term and ETF‑oriented, with portfolios constructed after internal due diligence and adjusted as needed for rebalancing, cash needs or risk‑management; the advisor may also use individual stocks, bonds or cash positions and occasionally execute shorter‑term trades to meet client objectives. Financial planning is frequently integrated into management engagements, and the firm will advise on retirement distributions and rollovers while coordinating with outside tax, legal or insurance professionals as appropriate.
Compared with many independent peers, the firm combines individual wealth management with formal retirement plan consulting (including 3(21) advisory services, IPS design, benchmarking and participant education) and maintains relationships that support plan clients — a service set that is relatively uncommon for firms of this size. The firm’s principal is a CFP® practitioner who also maintains insurance licensing and conducts insurance business (about ten percent of his time), and the advisory practice manages a modest asset base for a small client roster, enabling frequent personal contact.
Client services
Expertise
Fee options
Fixed fee financial planning engagements from $2,500 to $10,000 per engagement
$0 - $1,000,000: 1.00% $1,000,000 - $3,000,000: 0.85% $3,000,000 - $5,000,000: 0.70% $5,000,000 - $10,000,000: 0.55% $10,000,000 - $20,000,000: 0.40% $20,000,000+: 0.25%
Account minimum: No minimum account size; however, a minimum annual fee of $5,000 applies to wealth management services (may be reduced at Advisor's discretion) Minimum fee: Minimum annual fee of $5,000 for wealth management services, payable quarterly Fee-only: Financial planning fixed engagement fees ranging from $2,500 to $10,000 per engagement, negotiated based on complexity
Main office
220 Heritage Walk, Suite 203
Woodstock GA 30188
Advisors at this office
1
Most active in
Georgia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)