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Shepard & Associates Inc (Overland Park)


Shepard & Associates Inc is a large advisory firm based in Overland Park. It manages $60.92 million of regulatory assets for 452 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arkansas, Kansas, and Missouri.

Shepard & Associates provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Shepard & Associates: assets under management

The assets under management (AUM) of Shepard & Associates Inc is $60.92 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -23% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $60.92 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $134.78 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Shepard & Associates Inc for their services and products based on a percentage of assets under management, hourly charges, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Overland Park

The principal office where Shepard & Associates Inc performs its advisory services is located at 8655 College Blvd., Overland Park, KS 66210 1835, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 913-362-2712 or by fax 913-362-2799. The normal business hours are 8:30 - 5:00 on Monday - Friday.


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