Michael Shields
Waterfront | Advisors · Overland Park, Kansas
Michael Shields is a fee-only financial advisor at Waterfront | Advisors in Overland Park, Kansas, who holds the CFP credential. Michael focuses on estate & legacy planning and retirement planning. Waterfront | Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Ultra high net worth
Facts
| Firm | Waterfront | Advisors |
|---|---|
| Based in | Overland Park, Kansas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.14B across 3,224 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, KS, TX · CRD 3075094 |
| Exams passed | Series 63 (1998) · Series 66 (2000) |
| Firm size | 14 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.waterfrontadvisors.com |
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Questions about Michael
Is Michael Shields a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Waterfront | Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michael charge for financial advice?
Michael's firm, Waterfront | Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Michael Shields based?
Michael Shields is based in Overland Park, Kansas.
What does Michael specialize in?
Michael's specialties include estate & legacy planning and retirement planning. Michael works with ultra high net worth.
What credentials does Michael Shields hold?
Michael Shields holds the CFP credential.
Is Michael Shields registered with the SEC?
Yes. Michael Shields is registered as an investment adviser representative in FL, KS and TX (CRD 3075094), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Waterfront | Advisors manage?
Waterfront | Advisors reports $1.14B across 3,224 accounts in assets under management.
How do I contact Michael Shields?
Through Michael's website, www.waterfrontadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Waterfront | Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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