Craig Shepard
Craig Shepard is a registered investment advisor at Impact Partnership Wealth, LLC, based in Framingham, MA, with 15 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 8,017 clients with $3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Individual advisors can set the annual fee up to a maximum of 2.00%. Fees are negotiable on a client-by-client basis.
Fee Estimator
Location
111 Speen Street, Framingham, MA, 01701
Get directionsHistory
Regulatory History (1)
Criminal
March 1988Other Business ActivitiesSells Insurance
Craig is the owner, manager, and president of Federal Retirement Solutions LLC, offering insurance and retirement income planning services. He dedicates significantly more than full-time hours to this activity, with about half of his time occurring during security trading hours, meeting with prospective clients and creating retirement plans.
Employment History
Current Registrations
Impact Partnership Wealth, LLC
Previous Registrations
Brookstone Wealth Advisors, LLC
Lincoln Financial Advisors Corporation
Thrivent Investment Management INC.
State Registrations1 state
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
More Advisors
- Michael Flaherty, CFPCanby Financial Advisors
- Carl Goodman, PFSGoodman Asset Management, INC.
- Michael Gore, PFSPolaris Investment Advisors, LLC
- Joelle Spear, CFPOsaic Wealth, INC.
- Robert Whitney, ChFCPolaris Investment Advisors, LLC
- William Philpott, CFPStrategic Advisers LLC