Michael Whyte
Targeted Wealth Solutions · Schertz, Texas
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.
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Facts
| Firm | Targeted Wealth Solutions |
|---|---|
| Based in | Schertz, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $71.7M across 280 accounts |
| SEC registration | Investment adviser representative in CO, TX · CRD 7362985 |
| Exams passed | Series 65 (2020) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.targetedwealthsolutions.com |
How Michael's firm compares
- Targeted Wealth Solutions's average account is about $256,000, from its Form ADV (assets managed divided by 280 accounts).
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Questions about Michael
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.
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
- 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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