T. Sharp Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
T. Sharp Wealth Management, LLC provides fee‑only financial planning and investment consulting to individuals and families through offering real‑time planning sessions, project‑based comprehensive plans, and periodic follow‑up services. The firm also publishes impersonal newsletters and periodically offers educational seminars and workshops on topics such as retirement, estate, college, and charitable planning.
The adviser favors a long‑term, globally diversified passive approach that emphasizes low‑cost ETFs and index funds, tax‑efficient asset location, and Monte Carlo analysis for retirement and withdrawal planning, including Roth conversion scenarios. About 70% of the firm’s advisory work focuses on financial planning areas such as cash‑flow analysis, insurance review, and goals prioritization, while roughly 30% involves investment advice and asset allocation delivered under fixed‑fee or hourly arrangements.
Noteworthy aspects disclosed in the brochure include that the firm’s sole principal is a licensed attorney and the adviser is affiliated with a separate law practice; legal services and wealth‑mindset coaching are offered in the principal’s separate capacities and are disclosed as optional to clients. The firm reported no assets under management at the time of filing and generally does not charge percentage‑of‑AUM fees, instead using flat fees, hourly billing, and prepaid project fees—practices that are less common among firms in this space.
Client services
Expertise
Fee options
Flat fee arrangements for Investment Consulting and Financial Planning services, typically $1,000 to $4,000
$300 per hour for financial planning services if engagement is terminated early or for hourly billing
Fee-only: Flat fees ranging from $1,000 to $4,000 depending on client needs and complexity
Main office
50 Iron Point Circle, Suite 140
Folsom CA 95630
Advisors at this office
1
Most active in
California
Also doing business as
T. Sharp Enterprises LLC · T. Sharp Wealth Management · T. Sharp Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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