Joel Chouinard is a ChFC-designated registered investment advisor at Sharpedge Financial, based in Southlake, TX, with 6 years of industry experience. Joel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 32 clients with $9.5M 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 $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.70% |
| $3.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Discounted rates apply if combined with Ongoing Financial Planning Services: - **$0 to $500,000:** 1.00% per year - **$500,001 to $1,000,000:** 0.80% per year - **$1,000,001 to $3,000,000:** 0.60% per year - **$3,000,001 to $10,000,000:** 0.40% per year - **Over $10,000,001:** 0.25% per year
Fee Estimator
Location
Southlake, TX
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2026Employment History
Current Registrations
Sharpedge Financial
Previous Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations1 state
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.