Shepherd Financial Partners, LLC fees and pricing
Financial planner in Winchester, Massachusetts. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 27, 2026, Shepherd Financial Partners, LLC charges $100-$500 an hour and a flat or project fee of $2,000-$250,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $100-$500/hr
“The Firm’s planning and consulting fees are negotiable but generally range from $2,000 to $250,000 on a fixed fee basis, and from $100 to $500 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).”
- Flat or project fee
- $2,000-$250,000
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Shepherd Financial Partners, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “In the limited event that the Firm bills the client directly, payment is due upon receipt of the Firm’s invoice.”
- “The Firm shall deduct fees and/or bill clients quarterly in advance, based upon the market value of the assets on the last business day of the previous quarter, prorating and adjusting for inflows and outflows during the billing period.”
- “The Firm's annual investment advisory fee shall be prorated and paid quarterly, in advance, based on market value of the assets under management on the last business day of the previous quarter.”
How Shepherd Financial Partners, LLC’s fees compare
- Its hourly rate of $100-$500 spans the Massachusetts median of $300. 49% of the 183 other Massachusetts planners that publish an hourly rate charge less.
- Its flat or project fee of $2,000-$250,000 spans the Massachusetts median of $4,750. 100% of the 158 other Massachusetts planners that publish a flat or project fee charge less.
About Shepherd Financial Partners, LLC
- Firm size: 24 employees.
- Registered as an adviser: 2015 (11 years).
Planning areas mentioned in the brochure
- Estate planning
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
- 1.3% a year
- Clients
- 730
- Employees
- 24
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting
- Assets managed
- $1,379,061,513
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 169093
- Phone
- (781) 756-1804
Can advise clients in 18 states: Arizona, California, Connecticut, Florida, Georgia, Illinois, Louisiana, Massachusetts, Maryland, Maine, North Carolina, New Hampshire, New Jersey, New York, Pennsylvania, Rhode Island, Texas, Utah
Other planners in Winchester that publish fees
- Act 2 PlanningWinchester$100-$500
- Boston Standard Wealth Management, LLCWinchester$350/hr
- 1620 Investment Advisors, Inc.Plymouth$75-$175/hr
- Aaf Wealth Management, LLCWestborough$350/hr, $750-$10,000
- Abraham, Robert Ralph JRSalem$400-$3,000
- Access Financial Planning, LLCNewburyport$6,000-$10,000/yr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.