Featured Business Financial Advisor in Frisco, TX
Frisco Financial Advisors
OverShare Advice and Planning, LLC
6136 Frisco Square Blvd, Suite 400 #1099
Frisco, TX 75034
Phone Number
“Adventurous Financial Planning”
Advisor Profile
Mike Kurz
Name:  Mike Kurz
Website:  Visit Website

About OverShare Advice and Planning, LLC

At OverShare Advice and Planning, LLC, we help you achieve financial security in a complex and constantly changing world. We design and implement plans to help you achieve your financial goals. Our planning process puts the emphasis on you and your objectives. You are unique. Your circumstances, responsibilities, and goals for tomorrow dictate financial strategies particular to you.

Recognizing and implementing the best planning options take extensive knowledge, insight, and above all, the active interest and continued attention of a dedicated financial planner.

Core Beliefs: -Independence of Thought and Perspective -Formalized and Documented Hemispherical Wealth Management Mapping and Scoring Method -Impact of Behavioral Finance and Investor Psychology -Sensitivity to Portfolio Expenses and Taxes -Emphasis on Orbital Risk Awareness

Guiding Principles: -Portfolio Matching -Asset Allocation -Diversification -Asset Class Rebalancing

We are a Fee Only Financial Planning firm. We have a passion for fun on two wheels and specialize in serving bicyclist and motorcyclist that love to ride!
 

General Information

CRD#:    3097909
Firm CRD#:    300372
Name of Custodial Firm:    TD Ameritrade Institutional, Inc.
States Willing to do Business in:    Addison,Allen,Anna,Argyle,Aubrey,Carrollton,Celina,Coppell,Dallas,Denton,Flower Mound,Grapevine,Gunter,Lewisville,Little Elm,Mckinney,Melissa,Pilot Point,Plano,Prosper,Richardson,Sachse,Southlake,The Colony,Wylie
Years of Experience in Financial Services:    20
Number of Years with Current Firm:    1
I work with the following types of clients:    Individual Investors, Businesses
 

Services

Investment Types:    Separately Managed Accounts, Mutual Funds, Options & Futures, Alternative Investments, Bonds, Exchange Traded Funds (ETFs), Stocks, Socially Responsible Investments (SRI)
I can meet clients in the following ways:    Via email, At my office, At your home, At your office, Video Conference, Via phone
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant, Certified Private Wealth Advisor, CAIA, Certified Investment Management Analyst (CIMA®)
Financial Organization Memberships:    National Association of Personal Financial Advisors (NAPFA), Investments and Wealth Institute, Paladin Registry, Financial Planning Association (FPA)
 

Compensation and Fees

Fee Structure:    I am a fee-only financial professional
Minimum Portfolio Size for New Managed Accounts:    $500,000
Compensation Methods:    Flat Fee, Hourly, Based on Assets
Fee % Based on Assets:    .99
Hourly Rate:    $325
 
 
 
 
 
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