MR
CFP
MR
CFP

Micky Reeves

22 Years of Experience
McKinney, TX

Micky Reeves is a CFP-designated registered investment advisor at Eversource Wealth Advisors, LLC, based in McKinney, TX, with 22 years of industry experience. Micky operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 4,050 clients with $4B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
71 advisors
Number of Clients
4,050 clients
Average Client Portfolio
$976K average
Assets Under Management
$4.0B

Fee Structure

Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $3.0M2.00%
$3M+2.00%

The above fee schedule is used as a guideline only. Account Asset Value ranges and applicable fees are subject to negotiation in EverSource’s sole discretion and will vary among different advisors and clients.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

300 East Davis Street, Ste 124, McKinney, TX, 75069

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Eversource Wealth Advisors, LLC
October 2021 - Present · 4 yrs 7 mos
Previous Registrations
Buckingham Strategic Wealth, LLC
July 2013 - November 2021 · 8 yrs 4 mos
Jwa Financial Group, INC.
October 2008 - October 2013 · 5 yrs
USAA Financial Planning Services
February 2004 - September 2008 · 4 yrs 7 mos
State Registrations1 state
TX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.