Shepherd Street Advisors fees and pricing
Financial planner in Larkspur, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 10, 2026, Shepherd Street Advisors charges an annual fee of $1,200-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 10, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $1,200-$10,000/yr
“Annual financial plans are billed for a fixed annual fee ranging from $1,200 to $10,000, depending on the scope and complexity of the Client engagement.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Shepherd Street Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for Advisory Services Investment Management Services Investment advisory fees are paid quarterly, in advance of each calendar quarter, pursuant to the terms of the investment advisory agreement.”
- “Fees may be negotiable at the sole discretion of the Advisor.”
- “Annual financial planning fees are billed quarterly in advance.”
How Shepherd Street Advisors’ fees compare
- Its annual fee of $1,200-$10,000 spans the California median of $6,250. 43% of the 224 other California planners that publish an annual fee charge less.
About Shepherd Street Advisors
- Firm size: 2 employees.
- Founded: 2019 (7 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
- Clients
- 49
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops
- Assets managed
- $126,244,796
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 306021
- Phone
- (415) 780-8758
Can advise clients in 3 states: California, Maryland, Texas
Other planners in Larkspur that publish fees
- Proprietor Wealth Management Inc.Larkspur$150-$300/hr
- Raub Brock Capital Management, LPLarkspur$300/hr
- Robert Horowitz Wealth ManagementLarkspur$350/hr
- 10/28 Wealth Management LLCOceanside$300/hr, $500-$10,000
- 360DividendsGranite Bay$300/hr, $2,500-$10,000
- 3D Holistic WealthIrvine$300/hr, $1,500-$10,000
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.