Shadowridge Asset Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“FINANCIAL CONSULTING Financial consulting services are offered based on a negotiable hourly rate of $200 per hour based on complexity and unique client needs.”

Flat or project fee

$1,995

“Fees for financial planning are due upon signing the agreement and are as follows:  Focused Financial Goal $995  Financial Planning & Organization $1995  Advanced Financial Design $2995 You may cancel within five (5) business days of signing this Agreement for a full refund.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Shadowridge Asset Management, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “The firm will deliver an invoice for services rendered from clients' notice of termination if required by state law.”
• “Fees are payable quarterly in arrears and calculated based on the average daily balance of the account(s) during the quarter.”
• “Fees are payable monthly in arrears and calculated based on the average daily balance of the account(s) during the month.”

How Shadowridge Asset Management, LLC’s fees compare

• Its hourly rate of $200 is below the Texas median of $275. 14% of the 468 other Texas planners that publish an hourly rate charge less.
• 3 of the 57 other planners in Austin that publish an hourly rate charge less.
• Its flat or project fee of $1,995 is below the Texas median of $3,850. 20% of the 401 other Texas planners that publish a flat or project fee charge less.
• 6 of the 48 other planners in Austin that publish a flat or project fee charge less.

About Shadowridge Asset Management, LLC

• Firm size: 9 employees.
• Registered as an adviser: 2024 (2 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.75% a year

Clients

614

Employees

9

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$126,695,977

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

162066

Website

linkedin.com/in/will-hepburn-8b876013 (opens in new tab)

Phone

(888) 434-1427

Can advise clients in 6 states: Arizona, California, North Carolina, Ohio, Texas, Utah

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