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CFP

Robert Shepherd

Shepherd Financial Partners, LLC
37 Years of Experience
Winchester, MA
4 DisclosuresBrokerSells Insurance
View SEC Summary
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Robert Shepherd is a CFP-designated registered investment advisor at Shepherd Financial Partners, LLC, based in Winchester, MA, with 37 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Estate Planning, and 6 more. Their firm serves 767 clients with $1.4B in assets under management.

Shepherd Financial Partners, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
767 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$1.4B

Fee Structure

Planning is included in investment management

Shepherd Financial Partners charges an annual investment management fee based on a percentage of your portfolio. The exact rate varies depending on the size of your portfolio, the complexity of your situation, and the level of financial planning required:

  • Non-wrap fee accounts typically cost up to 1.25% of your portfolio annually.
  • Wrap fee program accounts (which bundle investment management, trade execution, and custody) typically cost up to 1.30% of your portfolio annually.

Fees are calculated and deducted from your account quarterly in advance.

View Full SEC Brochure

Location

1004 Main Street, Winchester, MA, 01890

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History

Regulatory History (4)
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 2026
Pending
Customer Dispute
February 2008
Denied
Regulatory
April 1992
Final
Employment Separation After Allegations
April 1991
View Full SEC ReportHow 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.

Employment History
Current Registrations
Shepherd Financial Partners, LLC
August 2015 - Present · 11 yrs 2 mos
LPL Financial LLC
May 1994 - Present · 32 yrs 5 mos
LPL Financial LLCBroker
July 1992 - Present · 34 yrs 3 mos
Previous Registrations
Linsco/private Ledger CORP.Broker
October 1991 - July 1992 · 9 mos
Linsco/private Ledger CORP.Broker
May 1991 - June 1991 · 1 mo
American Express Financial Advisors INC.Broker
June 1988 - May 1991 · 2 yrs 11 mos
Ids Life Insurance CompanyBroker
June 1988 - May 1991 · 2 yrs 11 mos
State Registrations30 states
ARAZCACOCTDCFLGAILMAMDMEMIMTNCNHNJNMNVNYORPARISCTNTXUTVAVTWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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