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Michael Sharp

Stonewater Wealth Management, INC.
23 Years of Experience
Corpus Christi, TX
3 DisclosuresSells Insurance
View SEC Summary
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Michael Sharp is a registered investment advisor at Stonewater Wealth Management, INC., based in Corpus Christi, TX, with 23 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 445 clients with $46M in assets under management.

Stonewater Wealth Management, INC.
Compensation
Fee-Only (% of Portfolio)
Firm Size
6 advisors
Number of Clients
445 clients
Average Client Portfolio
$103K average
Assets Under Management
$45.9M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.25%
$250K - $500K2.00%
$500K - $1.0M1.75%
$1M+1.50%

Fees are negotiable depending on client needs and the complexity of the situation.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4639 Corona Dr, Ste 9, Corpus Christi, TX, 78411

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
October 2007
Employment Separation After Allegations
October 2007
Customer Dispute
August 2007
Withdrawn
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Michael is an agent/owner of CFO Financial LLC since 2003, spending full-time on this activity. He is also an agent with 49% ownership in Money Central Inc. since 2006, dedicating about half of his time. Michael is also an agent/owner of Bosque Financial, Inc. since 2009, which provides accounting, insurance, and mortgage services.

Employment History
Current Registrations
Stonewater Wealth Management, INC.
June 2022 - Present · 4 yrs 4 mos
Previous Registrations
Stonewater Wealth Management, INC.
September 2012 - March 2022 · 9 yrs 6 mos
Dalton Strategic Investment Services INC.
March 2008 - October 2012 · 4 yrs 7 mos
Strategic Financial Concepts, LLC
April 2007 - December 2007 · 8 mos
Oxford Asset Management, LLC
February 2006 - April 2007 · 1 yr 2 mos
American General Securities Incorporated
August 2002 - February 2006 · 3 yrs 6 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.
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