Robert Mark Shepherd

CFP

37 Years of Experience

3 DisclosuresBrokerSells Insurance

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningInsurance PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners

Shepherd Financial Partners, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

7 advisors

Number of Clients

724 clients

Average Client Portfolio

$1.6M average

Assets Under Management

$1.1B

Fee Structure

Location

1004 Main Street, Winchester, MA, 01890

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History

Regulatory History (3)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

February 2008

Denied

Regulatory

April 1992

Final

Employment Separation After Allegations

April 1991

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Robert is involved in several business activities, including real estate rental, notary services, and serving as a board member for a construction company. He also provides investment advisory services through Shepherd Financial Partners and sells various insurance products, dedicating a significant amount of time to these activities.