Shepherd Wealth Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$75,467,621
Clients
90
Advisors
3
of 3 employees
About
Shepherd Wealth Partners works with individual investors—primarily high‑net‑worth households—and sponsors of qualified retirement plans to provide financial planning, investment management, and retirement plan consulting. Services range from one‑time and ongoing written financial plans to discretionary portfolio management and participant education for employer‑sponsored plans.
The firm builds portfolios around clients’ goals and time horizons and uses a mix of third‑party model solutions and in‑house strategies, including BlackRock ETF model portfolios, Dimensional Fund Advisors (DFA) funds, and Shepherd’s Biblically‑Responsible Investing (BRI) models; mutual funds, ETFs, and occasional individual securities are used as appropriate. Shepherd emphasizes periodic in‑person reviews, discretionary management when authorized, and uses a sub‑advisory relationship with 55ip to execute BlackRock models and provide tax‑loss harvesting within those models.
Notable differences from many peers include an explicit faith‑based investment option (BRI) with screening criteria, use of a third‑party trade/harvesting provider (55ip) for certain model portfolios, and a practice of purchasing bulk licenses for third‑party estate‑planning platforms (e.g., Trust & Will) that the firm may offer to clients. The brochure also discloses retirement plan co‑adviser arrangements with third‑party fiduciaries, acceptance of standing letters of authorization (limited custody), and coordination with unaffiliated tax and estate providers—features the firm discloses as potential implementation options and conflicts of interest.
Client services
Expertise
Fee options
Flat or fixed advisory fees may be charged in lieu of asset-based fees for comprehensive wealth management; fees disclosed in client agreement
$0 - $1,000,000: 1.00% annually $1,000,001 - $3,000,000: 0.75% annually $3,000,001+: 0.50% annually
Not explicitly hourly, but financial planning fees may be fixed or hourly; specific hourly rate not stated
Account minimum: $100,000 Minimum fee: $2,000 minimum annual fee on investment management Fee-only: Financial planning fees: $500 - $2,000 per quarter (ongoing); $2,000 - $6,000 (standalone)
Main office
Waxhaw NC
Advisors at this office
3
Most active in
North Carolina · South Carolina
Also doing business as
Shepherd Advisory Group LLC · Shepherd Wealth Partners · Shepherd Wealth Partners, LLC
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
Quick links
Advisors at this firm
Diane N
Series 63, Series 66
Waxhaw, NC
Shepherd Wealth Partners
Diane Nelson is a financial advisor with Shepherd Wealth Partners in Waxhaw, NC, holding Series 63 and Series 66 licenses with three years of industry experience. Her prior work includes roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Shepherd Wealth Partners serves primarily high-net-worth individuals and sponsors of qualified retirement plans, providing financial planning, investment management, and retirement plan consulting. The firm employs a mix of third-party model solutions and in-house strategies, including faith-based investment options, and emphasizes periodic in-person reviews and discretionary management when authorized.
Cambell C
Series 65
Waxhaw, NC
Shepherd Wealth Partners
Cambell Conard is a financial advisor at Shepherd Wealth Partners with three years of industry experience. He holds a Series 65 designation and has been involved in full-time education since 2012. Shepherd Wealth Partners serves individual investors, mainly high-net-worth households, and sponsors of qualified retirement plans by providing financial planning, investment management, and retirement plan consulting. The firm utilizes a combination of third-party model solutions and in-house strategies, including biblically responsible investing options, and emphasizes periodic in-person reviews and discretionary management when authorized.
Charles T
CFP®, Series 65
Waxhaw, NC
Shepherd Wealth Partners
Charles Terry is a CFP® with 19 years of industry experience, currently serving as an advisor at Shepherd Wealth Partners since 2017. Prior to that, he worked for 11 years at Ronald Blue & Co. Shepherd Wealth Partners serves high-net-worth individuals and sponsors of qualified retirement plans, offering financial planning, investment management, and retirement plan consulting. The firm integrates third-party model solutions and in-house strategies, including a faith-based investment option, and emphasizes periodic reviews and discretionary management when authorized.
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