A complete list of active advisors currently associated with T. Sharp Wealth Management

Warmer can help you find a great advisor at T. Sharp Wealth Management or one who fits your needs even better.

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.

To learn more about the advisors currently working at T. Sharp Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.