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- Custodian
- Altruist · Fidelity/NFS · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-20-2017
- Office Locations
- 1
Office Locations
About Shepherd Wealth Partners
Shepherd Wealth Partners is a fee-only, Christian RIA providing comprehensive financial planning and investment management rooted in Biblical stewardship. The firm builds personalized portfolios with an emphasis on ETF-based implementation, alongside tax-reduction and retirement planning support. Serves individuals and families seeking values-aligned advice; commonly custodies through Fidelity/NFS and Altruist.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CHARLES STUART TERRY
Chief Compliance Officer, Chief Executive Officer, Managing Member, Partner
- CRD
- #5130876
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Cambell Conard
--
- CRD
- #7696339
Diane McAvoy Nelson
--
- CRD
- #7696832
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $75,702,570 | -- |
| Non-Discretionary | $0 | -- |
| Total | $75,702,570 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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