Shepherd's Financial LLC fees and pricing
Financial planner in Knoxville, Tennessee. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 21, 2026, Shepherd's Financial LLC charges $150 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 21, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150/hr
“Services are offered based on an hourly fee of $150 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Shepherd's Financial LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed monthly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous month.”
- “If cash and/or securities are deposited into or withdrawn from an existing account mid billing period a prorated fee will be charged for that portion of the account.”
- “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
How Shepherd's Financial LLC’s fees compare
- Its hourly rate of $150 is below the Tennessee median of $275. 3% of the 111 other Tennessee planners that publish an hourly rate charge less.
- None of the 12 other planners in Knoxville that publish an hourly rate charge less.
About Shepherd's Financial LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2025.
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 119
- Employees
- 1
- Works with
- Individuals, charities, and businesses
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $8,334,482
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 335206
- Phone
- (865) 405-0751
Can advise clients in 2 states: North Carolina, Tennessee
Other planners in Knoxville that publish fees
- CogentblueKnoxville$10,000-$20,000/yr
- Cosey Financial Services, Inc.Knoxville$400/hr, $5,000
- Insight Strategic Wealth LLCKnoxville$275/hr
- Kinetic WealthKnoxville$300/hr
- Knox Wealth Partners AdvisoryKnoxville$100-$350/hr, $250-$10,000
- Marsh Wealth Management, LLCKnoxville$450-$4,000, $125/mo
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.