Shepherd Financial LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 29, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,500⁠-⁠$10,000

“The Advisor also offers financial planning servies for a fixed engagement fee ranging from $2,500 to $10,000 per engagement.”

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

How Shepherd Financial LLC bills

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

• “Fees for Advisory Services Wealth Management Services Wealth management fees are paid quarterly, in advance of each calendar quarter, pursuant to the terms of the wealth management agreement.”
• “Fees may be negotiable at the sole discretion of the Advisor.”
• “Certain Clients may also be offered a fixed annual fee payable quarterly.”

How Shepherd Financial LLC’s fees compare

• Its flat or project fee of $2,500-$10,000 spans the Georgia median of $5,000. 67% of the 152 other Georgia planners that publish a flat or project fee charge less.
• 2 of the 2 other planners in Woodstock that publish a flat or project fee charge less.

About Shepherd Financial LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2020 (6 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Minimum

$5,000 minimum fee (stated in brochure)

Clients

21

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$19,800,315

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

307562

Website

shepherdfinancialplanning.com (opens in new tab)

Phone

(770) 405-9231

Other planners in Woodstock that publish fees

• Financial Architects, LLCWoodstock$500/hr, $6,000
• Freedom Wealth Coaching, LLCWoodstock$100⁠-⁠$300/hr, $1,500⁠-⁠$5,000
• Goodwin Investment AdvisoryWoodstock$375/hr, $1,875/qtr
• Legacy Partners Financial Group, LLCWoodstock$90⁠-⁠$375/qtr

Compare all 11 planners in Woodstock