Shepherds of Capital fees and pricing
Financial planner in Clearwater, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 17, 2026, Shepherds of Capital charges a flat or project fee of $1,500-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 17, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,500-$5,000
“Most planning engagements will be billed as a flat fee ranging from $1,500 to $5,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Shepherds of Capital bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed quarterly in arrears and calculated using a tiered (marginal) fee schedule, in which each portion of the portfolio is billed at its applicable rate.”
- “Clients may elect to be billed directly instead of having fees deducted.”
- “Fees for new accounts are prorated based on the number of days advisory services are provided during the initial billing period.”
How Shepherds of Capital’s fees compare
- Its flat or project fee of $1,500-$5,000 spans the Florida median of $4,900. 40% of the 320 other Florida planners that publish a flat or project fee charge less.
About Shepherds of Capital
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2025.
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
- 1.35% a year
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 339703
- Phone
- (727) 238-7433
Other planners in Clearwater that publish fees
- Asset Management Financial Services Inc.Clearwater$175/hr, $625/qtr
- Flaharty Asset Management, LLCClearwater$350/hr
- Lat Wealth Financial AdvisorsClearwater$1,000-$5,000/yr
- Successful Portfolios LLCClearwater$300/hr
- Unify Financial AdvisorsClearwater$200/hr
- Vardell Strategies LLCClearwater$50-$250/hr
Is something on this page wrong or out of date?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.