Sheppard Wealth Salary

As of August 2026, the average annual salary for employees at Sheppard Wealth in the United States is $86,504. This translates to an approximate hourly wage of $42. Salaries at Sheppard Wealth typically range from $75,883 to $98,027 annually, reflecting the diverse roles and experience levels within the company.

How Much Does Sheppard Wealth Pay for Different Roles?

Explore detailed salary information for specific jobs at Sheppard Wealth. Based on our data, the highest paying job is the Founder & President, with an annual salary of $669,618. The table below outlines the annual salary ranges for most popular roles within the company.
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Is Sheppard Wealth’s Pay Competitive? Salary Benchmarking Analysis

How does Sheppard Wealth's compensation stack up against the industry and its key competitors? Our salary benchmarking analysis provides a clear comparison. The chart below visualizes this comparison alongside select peer companies.
Competitor / Benchmark Avg. Salary Variance Primary Market Influence Factor & Explanation
Olympia Capital Partners $88,445
+2.2%
Confirms Olympia Capital Partners is a direct competitor vying for the exact same talent pool.
MECE Credit Union $86,757
+0.3%
Indicates identical technical requirements and experience levels between the two firms.
Fitzroy Health Holdings LLC $107,284
+24.0%
Data suggests Fitzroy Health Holdings LLC's workforce skews heavily towards veteran, high-tenure roles.
Wadhwani Family Office $111,524
+28.9%
Driven by niche technical certifications required for Wadhwani Family Office's specialized projects.
Financial Services Industry $121,514
+40.5%
Pay variances are driven by organizational scale, specialized skill requirements, or geographic cost-of-living factors.
Need More Granular Data? The analysis above provides a high-level market overview. To benchmark specific job codes, adjust for real-time cost-of-living changes, or access verified HR-reported datasets, upgrade to Salary.com for Business. Precision matters when building your compensation strategy.

Employee Reviews: Working at Sheppard Wealth

Considering a career at Sheppard Wealth? Explore authentic employee reviews to learn about the work environment, career growth opportunities, pay transparency and benefits. These first-hand insights can help you set realistic compensation expectations and make informed career decisions.
It’s a place where careers flourish, and contributions truly matter. Working here has significantly expanded my technical skills while maintaining the importance of client relationships. Ideal for those who enjoy consistency and prefer working within defined boundaries. Coworkers here are some of the best I’ve worked with.
Employees seeking stability and a clear framework will find this workplace suitable, but it can appeal to those wanting a fast-moving, entrepreneurial atmosphere. The benefits offered are comprehensive and thoughtful. Sustainable business practices are implemented meaningfully. Beyond the financial aspects, the company fosters a high-performance culture balanced with initiatives for employee well-...
Workloads are balanced thoughtfully, preventing burnout common in financial services. I've never felt siloed - everyone shares knowledge willingly. Great mentorship and professional development. I feel truly valued as an employee here. Onboarding was straightforward, and expectations are communicated clearly.

Sheppard Wealth Overview

Website
www.sheppardwealth.com
Founded In
2014
Employees
<25 employees
Industry
Financial Services
Headquarter Address
5 NW Minnesota Ave Bend Oregon OR 97703
Revenue
$5 Million - $10 Million
Phone Number
+1 5416048603
Social Media
About Sheppard Wealth
We offer wealth advisory services and asset management to individuals, families, businesses' and non-profits. We are focused on maintaining your wealth and investing your assets for the long-term. Our clients are unique and they are looking for help. Our goal is to listen to your needs, your fears and your dreams and from this starting point we can determine how to best be helpful. Often times thi

What Benefits Does Sheppard Wealth Offer Beyond Salary?

A competitive compensation package is more than just a salary. Sheppard Wealth offers a comprehensive benefits package designed to support your health, financial future, and overall well-being. Below are the most common key benefits:
Social Security
401(K)
Disability
Healthcare
Pension
Time Off (days)
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What Is the Cost of Living Near Bend?

Understanding the cost of living near Bend is key to truly evaluating a salary offer or your current compensation at Sheppard Wealth.
Bend's Cost of Living Index is approximately 125.8 (25.8% more expensive than US average; 9.4% more than OR average). Central OR desirable high desert city, outdoor rec, very high housing costs. CET bus. When planning your budget based on a salary from Sheppard Wealth, consider these typical monthly expenses:
Expense Category Estimated Monthly Cost Key Considerations / Notes
Housing (1-BR Apt Rent) $1,700 - $2,600+ A significant portion of Sheppard Wealth salary. Location choices impact this heavily.
Utilities (Basic) $100 - $180 Electricity, Heating, Cooling, Water etc.
Public Transportation $30 (CET monthly pass) Essential for most commuters; car ownership is costly.
Groceries (Single Person) $460 - $680 Can be higher with more dining out or specialty stores.
Personal & Leisure $450 - $850+ Dining out, entertainment, shopping. Highly variable.
Healthcare (Individual) $410 - $760+ Varies significantly by plan & employer contribution.
Subtotal (Excluding Taxes) $3,150 - $5,070+ This subtotal does not include income taxes (federal, state, local), which can significantly impact your take-home pay.

FAQs of Sheppard Wealth

1. How much does Sheppard Wealth in the United States pay?

Sheppard Wealth pays its employees an average of $86,504 per year. The average salary at Sheppard Wealth range from $75,883 to $98,027 per year. It's important to remember that these are overall averages, actual salaries vary significantly based on specific job titles, years of experience, skills and location.

2. Do Sheppard Wealth employees get a higher salary than its peer company?

The salary at Sheppard Wealth is lesser than its peer company. The average annual salary at Sheppard Wealth is $86,504, or an hourly wage of $42, in comparison to Olympia Capital Partners which pays $88,445 per year or $43 per hour.

3. What are the highest paying jobs at Sheppard Wealth?

The higher-paying job at Sheppard Wealth, according to our data, include Founder & President (avg. $669,618 per year), Director, Operations (avg. $151,784 per year), and Client Services Coordinator (avg. $48,966 per year). Pay for these roles reflects significant responsibility, specialized skills and experience.

4. How much does salary increase with years of experience at Sheppard Wealth?

Salary progression with years of experience at Sheppard Wealth is typical. Generally, as employees gain more relevant experience, develop more skills, and take on greater responsibilities, their earning potential increases. For example, a role with 5-7 years of experience will usually pay more than the same role requiring 0-2 years.

5. Do salaries at Sheppard Wealth vary by office location?

Yes, it's very likely that salaries at Sheppard Wealth vary by office location. Companies often adjust pay based on local market rates, cost of living, and talent competition in different geographic areas. For instance, a role in a high-cost city like New York City may offer a higher nominal salary than the same role in a lower-cost city like Omaha, NE. Our Cost of Living Insights for Bend section provides more context.

6. Does Sheppard Wealth offer good benefits?

Sheppard Wealth typically offers a comprehensive benefits package that adds significant value to an employee's total compensation. Common benefits include health, dental, and vision insurance, a 401(k) plan often with a company match, paid time off. For example, a strong 401(k) match or excellent, low-cost health insurance can be worth thousands of dollars annually, effectively increasing your overall earnings beyond your base salary. For a more detailed list of benefits, please see our "Employee Benefits at Sheppard Wealth" section on this page.