Michael Sheerin
Michael Sheerin is a registered investment advisor at Proactive Planning Wealth Advisory, based in Overland Park, KS, with 11 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 115 clients with $36M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K+ | 1.25% |
Fees are charged monthly in arrears and are based primarily on account size of each individual account, and not aggregated to total asset value. In individual cases, PPWA has the sole discretion to negotiate fees that are lower than the standard fee shown or to waive fees.
Fee Estimator
Location
7221 West 79th Street, Suite 5, Overland Park, KS, 66204
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael is an insurance agent in Kansas, selling various insurance products since 2024. This activity takes about a quarter of his time and is investment-related.
Employment History
Current Registrations
Proactive Planning Wealth Advisory
Previous Registrations
Aps Ventures, LLC
Iht Wealth Management LLC
Barber Financial Group
National Planning CorporationBroker
State Registrations2 states
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.