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Areas of Practice
Retirement PlanningEstate PlanningTax PlanningFinancial Planning & CoachingInsurance PlanningInvestment ManagementHigh Net Worth
Shepherd Financial Investment Advisory LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
1,091 clients
Average Client Portfolio
$4.5M average
Assets Under Management
$4.9B

Fee Structure

Financial Planning:Included in AUM fee

Location

111 Congressional Blvd.,, Suite 100, Carmel, IN, 46032

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Shepherd Financial Investment Advisory LLC
February 2025 - Present · 1 yr
State Registrations1 state
IN
Advisor
Exams
No exam information available for this advisor.
Lucas C Smith - Financial Advisor | TrueAdvisor