Advisor at T. 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
T. Sharp Wealth Management
Location
Folsom, CA 95630
Credentials
Series 65
Industry experience
2 years
Tiffani Sharp is the principal of T. Sharp Wealth Management and holds a Series 65 credential with two years of industry experience. She previously worked as an attorney for over 17 years and currently operates T. Sharp Legacy & Wealth Counsel, where she provides estate planning, probate, business formation, and real estate investment legal services. T. Sharp Wealth Management, LLC offers fee-only financial planning and investment consulting to individuals and families, focusing on long-term, globally diversified passive investment strategies utilizing low-cost ETFs and index funds. The firm emphasizes financial planning services such as cash-flow analysis and goals prioritization, delivering advice primarily through fixed-fee or hourly arrangements.
Based on T. Sharp Wealth Management
Based on T. Sharp Wealth Management
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
50 Iron Point Circle, Suite 140
Folsom, CA 95630
California
T. Sharp Wealth Management, LLC
2023 - Present (3 years)
AFS Investment (Andrade Financial)
2023 - 2023 (1 year)
T. Sharp Legacy & Wealth Counsel
2022 - Present (4 years)
California Department of Transportation
2021 - 2022 (1 year)
Tiffani S. Sharp, Attorney at Law
2004 - 2021 (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
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.
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Alpha Retirement Wealth, LLC
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