# Michael Whyte

> Michael Whyte is a fee-only financial advisor at Targeted Wealth Solutions in Schertz, Texas. Targeted Wealth Solutions reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/michael-whyte/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Targeted Wealth Solutions
- **Based in:** Schertz, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $71.7M across 280 accounts
- **CRD:** 7362985 (https://adviserinfo.sec.gov/individual/summary/7362985)
- **SEC registration:** Investment adviser representative in CO, TX
- **Exams passed:** Series 65 (2020)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://www.targetedwealthsolutions.com

## Frequently asked questions

### Is Michael Whyte a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Targeted Wealth Solutions 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, Targeted Wealth Solutions, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Michael Whyte based?

Michael Whyte is based in Schertz, Texas.

### Is Michael Whyte registered with the SEC?

Yes. Michael Whyte is registered as an investment adviser representative in CO and TX (CRD 7362985), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Targeted Wealth Solutions manage?

Targeted Wealth Solutions reports $71.7M across 280 accounts in assets under management.

### How do I contact Michael Whyte?

Through Michael's website, www.targetedwealthsolutions.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7362985): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.