Shepherd Wealth Partners

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Client assets under management

$75,467,621

Clients

43% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$838,529

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

Financial planning Portfolio management

Expertise

Tax-loss harvesting General estate planning guidance

Fee options

Fixed

Flat or fixed advisory fees may be charged in lieu of asset-based fees for comprehensive wealth management; fees disclosed in client agreement

Percentage

$0 - $1,000,000: 1.00% annually $1,000,001 - $3,000,000: 0.75% annually $3,000,001+: 0.50% annually

Project-based

Not explicitly hourly, but financial planning fees may be fixed or hourly; specific hourly rate not stated

Other

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 location

Shepherd Wealth Partners

Waxhaw NC, United States

Number of offices

Most active in

North Carolina · South Carolina

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

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

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook Website (704) 443-8455

Advisors at this firm

Diane N

Series 63, Series 66

Waxhaw, NC

Shepherd Wealth Partners

Diane Nelson is a financial advisor at Shepherd Wealth Partners in Waxhaw, NC, holding Series 63 and Series 66 licenses. She has experience working with firms including Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Shepherd Wealth Partners serves primarily high-net-worth individuals and retirement plan sponsors, offering financial planning, investment management, and retirement plan consulting. The firm integrates third-party model solutions with in-house strategies, including a faith-based investment option, and emphasizes periodic in-person reviews and discretionary portfolio management.

Tax-loss harvesting General estate planning guidance

Cambell C

Series 65

Waxhaw, NC

Shepherd Wealth Partners

Cambell Conard is a financial advisor at Shepherd Wealth Partners in Waxhaw, NC, holding a Series 65 designation with two years of industry experience. Prior to joining Shepherd Wealth Partners in 2023, he has been involved in full-time education since 2012. Shepherd Wealth Partners serves primarily high-net-worth individuals and qualified retirement plan sponsors, providing financial planning, investment management, and retirement plan consulting. The firm integrates third-party model portfolios and in-house strategies, including a faith-based Biblically-Responsible Investing option, and emphasizes personalized client reviews and discretionary management when authorized.

Tax-loss harvesting General estate planning guidance

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.

Tax-loss harvesting General estate planning guidance

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