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Mike Kurz

OverShare Advice and Planning, LLC

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Paladin Fee-Only

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm’s only method of compensation is a fee - just like you compensate other professionals and firms that you rely on for specialized knowledge, advice, and services.

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Paladin Research Report For:

Mike Kurz

OverShare Advice and Planning, LLC

Mike Kurz, a financial fiduciary has been a Paladin Registry member since 2019. Mike is the owner of OverShare Advice and Planning, LLC. Mike holds the Chartered Alternative Investment Analyst , Certified Financial Planner , Certified Investment Management Analyst , Certified Private Wealth Advisor certifications and has over 20 years of experience. Mike provides financial services to clients in the Frisco, Texas area.

I. Snapshot

A. Registry Member
  • Since 2019
B. Years of Experience
  • 20
C. College Degrees
  • Midwestern State University - Bachelors in Business Administration - Finance
D. Certifications
  • CAIA®, CFP®, CIMA®, CPWA®
E. Financial Fiduciary
  • Yes
F. Business Philosophy
  • Read Business Philosophy

    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. 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 serve bicyclist and motorcyclist.

G. Asset Requirement
  • $500,000

II. Contact Information

A. Key Contact
  • Mike Kurz
B. Main Location
  • 6136 Frisco Square Blvd, Suite 400 #1099
    Frisco, Texas, 75034
C. Telephone
  • 469.777.6559

III. Internet

A. Visit Website
B. Social Connections

IV. Firm(s)

A. Name of Firm
  • OverShare Advice and Planning, LLC
B. Relationship to Firm
  • Owner
C. Name of RIA
  • OverShare Advice and Planning, LLC
D. Name of Broker/Dealer
  • None
E. Name(s) of Custodian(s)
  • TD Ameritrade Institutional

V. Credentials

A. Years of Financial Experience
  • 20 Years
B. College, Degrees, Years
  • Midwestern State University - Bachelors in Business Administration - Finance
D. Financial Industry Associations (Active Memberships)
  • Financial Planning Association - FPA
  • National Association of Personal Financial Advisors - NAPFA
  • Investments and Wealth Institute

VI. Registration, Licensing,
Compliance

A. RIA/IAR Registration
  • RIA
B. Type of RIA Registration
  • State - Texas
C. Industry Licenses
  • None
D. Registration & License Numbers
  • CRD: 3097909
  • IARD: 300372
  • Insurance: None
E. State Licences
  • Financial Advice, Services for Fees: Not Applicable
  • Investment Products for Commission: Not Applicable
  • Insurance Products for Commission: Not Applicable
F. Compliance Record (Investment)
  • No Disclosures
G. Compliance Record (Insurance)
  • No Disclosures
H. Criminal Disclosure(s)
  • None
I. Additional Disclosure(s)
  • None
J. View our ADV(s)
K. Links

VII. Business Data & Practices

A. Business Philosophy
  • Read Business Philosophy

    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. 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 serve bicyclist and motorcyclist.

B. Minimum Asset Requirement
  • $500,000
C. Number of Current Clients
  • Available Upon Request
D. Assets (Management, Advisement)
  • Available Upon Request
E. Methods of Compensation
  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee
F. Methods of Communication
  • Face-to-Face Meetings
  • Telephone
  • Email
  • Skype/Voice
  • Skype/Video-Voice
G. Types of Reports (Frequency)
  • Brokerage Statement (Quarterly)
  • Market Environment (Quarterly)
  • Other: Financial Planning Online Client Access
H. Second Language(s)
  • None
I. Value Statement
  • Not Available

VIII. Clients & Services

A. Types of Clients
  • Individuals & Couples (Working)
  • Individuals & Couples (Retired)
  • Business Pension Plans
  • Other: Bicyclist and Motorcyclist
  • Business (Taxable)
  • Endowments & Foundations
B. Types of Financial Services
  • Planning Advice & Services
  • Investment Advice & Services
C. Discretionary Asset Management
  • Yes
D. Limited Engagement Services
  • Planning Only
  • Financial Plan Reviews
  • Investment Portfolio Reviews

IX. Certification

Advisor Name
  • Mike Kurz
Most Recent Update:
  • Apr 29, 2019

BASIC INFORMATION NEEDED FOR THE INQUIRY

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