Michael Shea
True Equity Wealth Management LLC · Nashville, Tennessee
Michael Shea is a fee-only financial advisor at True Equity Wealth Management LLC in Nashville, Tennessee, who holds the CFP and EA credentials. Michael charges a percentage of assets, a one-time planning fee and an ongoing planning fee (ongoing planning from $2,400 a year and one-time plans from $500) and focuses on retirement planning and estate & legacy planning.
Request an introduction to Michael →
Specialties
Who they serve
- High earners
- Executives
- Founders
Facts
| Firm | True Equity Wealth Management LLC |
|---|---|
| Based in | Nashville, Tennessee |
| Fee model | Percentage of assets · One-time planning fee · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $2,400 a year · One-time plans from $500 |
| Assets under management | $11.3M across 65 accounts |
| Credentials | CFP · EA |
| SEC registration | Investment adviser representative in CA, TN · CRD 6590570 |
| Exams passed | Series 65 (2015) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | trueequitywealth.com |
How Michael's firm compares
- Ongoing planning starts at $2,400 a year, below the Tennessee median of $4,200 for fee-only firms that publish prices.
- A one-time plan starts at $500, below the Tennessee median of $2,000 for fee-only firms that publish prices.
- True Equity Wealth Management LLC's average account is about $174,000, from its Form ADV (assets managed divided by 65 accounts).
Request an introduction to Michael
Tell Michael a little about what you're looking for. Michael isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Michael
Is Michael Shea a fee-only financial advisor?
Yes. Michael Shea is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Michael's firm.
How does Michael charge for financial advice?
Michael charges a percentage of assets, a one-time planning fee and an ongoing planning fee.
How much does Michael charge?
According to True Equity Wealth Management LLC's website, checked October 28, 2026: ongoing planning from $2,400 a year; one-time plans from $500.
Where is Michael Shea based?
Michael Shea is based in Nashville, Tennessee.
What does Michael specialize in?
Michael's specialties include retirement planning and estate & legacy planning. Michael works with high earners, executives and founders.
What credentials does Michael Shea hold?
Michael Shea holds the CFP and EA credentials.
Is Michael Shea registered with the SEC?
Yes. Michael Shea is registered as an investment adviser representative in CA and TN (CRD 6590570), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does True Equity Wealth Management LLC manage?
True Equity Wealth Management LLC reports $11.3M across 65 accounts in assets under management.
How do I contact Michael Shea?
Through Michael's website, trueequitywealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- True Equity Wealth Management LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.