Shepherd Wealth & Retirement LLC

Shepherd Wealth & Retirement, LLC is an investment advisory firm established in August 2019 in Arizona. The firm offers discretionary and non-discretionary investment advisory services customized to clients' needs. Services include investment management, retirement plan consulting, and financial planning on a fee basis. Clients are required to enter into agreements outlining services and fees. The firm primarily allocates client assets among mutual funds, exchange-traded funds, individual equities, and debt instruments based on client objectives. The firm charges annual investment advisory fees based on a percentage of assets under management. Clients may elect to have fees deducted from their accounts. Shepherd Wealth & Retirement, LLC recommends Charles Schwab & Co., Inc. as a custodian. The firm receives support services and products from Schwab, which may benefit client accounts. The firm does not receive compensation for client referrals and does not vote client proxies. Clients are provided with regular account statements and reports. The firm does not participate in wrap fee programs, accept performance-based fees, or have disciplinary actions. Investment strategies include long-term purchases, short-term purchases, trading, and short sales. Clients are encouraged to review financial planning issues annually. The firm's Chief Compliance Officer is available to address any client questions regarding disclosures and arrangements.