Robert Shepherd
Robert Shepherd is a CFP-designated registered investment advisor at Shepherd Financial Partners, LLC, based in Winchester, MA, with 37 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 724 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Shepherd Financial Partners offers investment management services on either a wrap fee or non-wrap fee basis. The annual fee varies up to 1.35% of the assets managed on a non-wrap fee basis. On a wrap fee basis, the annual fee varies up to 1.50% of the assets managed. The fees are based on the amount of assets managed, the level and scope of financial planning, and the complexity of the engagement.
Location
1004 Main Street, Winchester, MA, 01890
Get directionsHistory
Regulatory History (4)
Customer Dispute
January 2026Customer Dispute
February 2008Regulatory
April 1992Employment Separation After Allegations
April 1991Other Business ActivitiesSells Insurance
Robert is involved in several business activities, including real estate rental, notary services, and serving as a board member for a construction company. He also provides investment advisory services through Shepherd Financial Partners and sells various insurance products, dedicating a significant amount of time to these activities.
Employment History
Current Registrations
Shepherd Financial Partners, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Linsco/private Ledger CORP.Broker
Linsco/private Ledger CORP.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations30 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.