Shepherd Wealth & Retirement

Shepherd Wealth & Retirement (CRD# 116151) is a financial advisory firm headquartered in Tucson, AZ. They manage $67,294,642 in 408 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    67
    MILLION
  • Total Number of Accounts
    408
    ACCOUNTS
  • Average Account Value
    $164,938
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, LA, TX

Financial Advisors at Shepherd Wealth & Retirement
Showing 1 - 2 of 2 top financial advisors.
1
David W. Shepherd
CRD#: 4336383
6300 E El Dorado Plaza, Suite A200, Tucson, AZ 85715
96
Wealthminder
score

David Shepherd (CRD# 4336383) is an Investment Advisor Representative working at Shepherd Wealth & Retirement in Tucson, AZ and has over 15 years of experience in the finance industry. David Shepherd has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
David W. Shepherd
CRD#: 1988336
6300 E El Dorado Plaza, Suite A 200, Tucson, AZ 85715
86
Wealthminder
score

David Shepherd (CRD# 1988336) is an Investment Advisor Representative working at Shepherd Wealth & Retirement in Tucson, AZ and has over 27 years of experience in the finance industry. David Shepherd has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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