TrueAdvisor
TrueAdvisor
AB
AB
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Areas of Practice
Retirement PlanningEstate PlanningTax PlanningFinancial Planning & CoachingInsurance PlanningInvestment ManagementHigh Net Worth
Shepherd Financial Investment Advisory LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
1,091 clients
Average Client Portfolio
$4.5M average
Assets Under Management
$4.9B

Fee Structure

Financial Planning:Included in AUM fee

Location

571 Monon Blvd, Suite 400, Carmel, IN, 46032

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Shepherd Financial Investment Advisory LLC
August 2025 - Present · 6 mos
Previous Registrations
Mj Retirement
June 2013 - November 2025 · 12 yrs 5 mos
State Registrations1 state
IN
Advisor
Exams
No exam information available for this advisor.