LPL Financial
47yrs
Top advisor by experience in San Diego
1yr
Benjamin Shepherd
Full name on record: Benjamin Patrick Shepherd
Financial advisor at Independent Financial Group
Benjamin Shepherd has worked in the financial industry for 1 year and is a fiduciary financial advisor based in San Diego, California. Benjamin joined Independent Financial Group in 2025, a firm offering financial planning, investment management, and retirement plan consulting. Independent Financial Group reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 3649 advisors with offices in San Diego, and one of 3310 fiduciaries.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
Office12671 High Bluff Dr Suite 200, San Diego, CA 92130
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Performance fee
Typical client at the firm ?$474,424
Advisors at the firm480
States licensed ?1 state
Services through Independent Financial Group
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Jun 2025 – nowIndependent Financial Group, LLCCurrent firm
Contact Benjamin
(858) 436-3180Independent Financial Group main office 12671 High Bluff Dr Suite 200San Diego, CA 92130Office · Get directions LinkedIn pageIndependent Financial Group
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Questions to ask Benjamin
Tailored to Benjamin’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
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About Benjamin
How do I contact Benjamin?
Call Independent Financial Group at (858) 436-3180 and ask for Benjamin Shepherd. Benjamin works from the San Diego, CA office.
How long has Benjamin been a financial advisor?
Benjamin has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Benjamin hold?
Series 66. Tap any license on this page to see what it allows.
Is Benjamin a fiduciary?
Benjamin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Benjamin paid?
Independent Financial Group reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, a share of investment gains. Ask Benjamin for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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