Shepherd Wealth Management

DBA: Shepherd Wealth Management Limited Liability Company

3181 LINWOOD AVE., Cincinnati, Ohio 45208

SEC CRD#312695

Last ADV filed: 02/18/2026

Verified Fiduciary

Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.

Fee-Only Verified

Compensation comes exclusively from client fees. No commissions, no product sales, no kickbacks.

Clean Disciplinary Record

No criminal, civil, or regulatory disclosures found in SEC or FINRA records.

Additional Compensation Disclosed

This firm has disclosed additional revenue sources (insurance, brokerage, or proprietary products) in their SEC filings. Review the details below.

Fee Structure

AUM-Based Fee0.81%of assets under management

Flat Fee$2,000/yearper year

Account Minimum$100,000to open an account

Detailed Fee Schedule

if total plan assets were valued at $2,000,000, Client would pay an effective fee of 0.81% with the annual fee of $16,250. The quarterly fee is determined by the following calculation: (($500,000 x 1.00%) + ($1,500,000 x 0.75%) ÷ 4 = $4,062.50. Accounts initiated or terminated during a cal

Source: Form ADV Part 2 Brochure

Compensation methods:

Percentage of AUMFixed fees

Compensation Transparency

Also offers proprietary investment products

These additional revenue sources are disclosed in the firm's Form ADV filing with the SEC. Ask the advisor directly how these affiliations affect the advice you receive.