Advisor at Sharp Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Sharp Wealth Management
Location
Springfield, MO 65802
Credentials
CFP®, Series 66
Industry experience
10 years
Michael Sharp is a CFP® with 10 years of industry experience. He is the sole advisor at Sharp Wealth Management, an independent firm he founded in 2025. Prior to establishing his firm, he worked at Mercer Global Advisors Inc and Heim, Young & Associates, Inc. Michael also held roles at Intuit, Inc. and TechMasters, Inc. earlier in his career. Sharp Wealth Management serves individuals, estates, charitable organizations, and business entities with discretionary wealth management and planning services. The firm constructs individualized portfolios using a range of investment vehicles and employs diverse analytical methods and strategies tailored to client objectives.
Based on Sharp Wealth Management
$0.00 - $499,999.99: 1.15% $500,000.00 - $999,999.99: 1.0% $1,000,000.00 - $5,999,999.99: 0.75% $6,000,000.00 - $10,999,999.99: 0.65% $11,000,000.00 - $15,999,999.99: 0.55% $16,000,000.00 - $20,999,999.99: 0.45% $21,000,000.00+: 0.40%
Account minimum: $150,000
520 S. Union Ave
Springfield, MO 65802
Missouri · Texas
Sharp Wealth Management LLC
2025 - Present (1 year)
Mercer Global Advisors Inc
2022 - 2025 (3 years)
Heim, Young & Associates, Inc.
2016 - 2025 (9 years)
HYA Advisors, Inc.
2016 - 2022 (6 years)
Intuit, Inc
2004 - 2016 (12 years)
TechMasters, Inc
2003 - 2016 (13 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Springfield, MO
Dittrich Financial Group LLC
CFP®, EA
Springfield, MO
Vance Financial Planning
I am a CFP® Professional, an IRS Enrolled Agent, and have a bachelor’s degree in Finance from Missouri State University (Go Bears!). Since entering the financial planning profession in 2021, I’ve worked with hundreds of clients at both small and large wealth management firms. During my time at those firms, I learned that my favorite clients to work with tended to be “regular folks”, or people just like me who were diligent savers, enjoyed things like traveling and family time, and wanted transparent guidance when it came to financial decisions. I started Vance Financial Planning to help these folks with questions like: - Am I in a good position to retire in 5 years? - What changes should I be making now to prepare for my retirement transition? - Do increased Medicare premiums (IRMAA) matter in my retirement plan? - Are my investments allocated tax efficiently for my situation? - How do I take income from my accounts when I’m retired? If you’d like to learn more about my services, I invite you to visit my website to see if we might be a good fit.
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