# Mike Kurz

> Mike Kurz is a fee-only financial advisor at OverShare Advice and Planning, LLC in Frisco, Texas, who holds the CAIA, CFP and CIMA credentials. OverShare Advice and Planning, LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/mike-kurz/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** OverShare Advice and Planning, LLC
- **Based in:** Frisco, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $2.6M across 10 accounts
- **Credentials:** CAIA, CFP, CIMA, CPWA
- **CRD:** 3097909 (https://adviserinfo.sec.gov/individual/summary/3097909)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (1998)
- **Firm size:** 2 employees
- **Disclosures:** None reported

## Frequently asked questions

### Is Mike Kurz a fee-only financial advisor?

Yes. Mike Kurz is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and 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 Mike's firm.

### How does Mike charge for financial advice?

Mike's firm, OverShare Advice and Planning, LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Mike Kurz based?

Mike Kurz is based in Frisco, Texas.

### What credentials does Mike Kurz hold?

Mike Kurz holds the CAIA, CFP, CIMA and CPWA credentials.

### Is Mike Kurz registered with the SEC?

Yes. Mike Kurz is registered as an investment adviser representative in TX (CRD 3097909), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does OverShare Advice and Planning, LLC manage?

OverShare Advice and Planning, LLC reports $2.6M across 10 accounts in assets under management.

### How do I contact Mike Kurz?

Contact details aren't on file yet. Search for OverShare Advice and Planning, LLC.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/45122): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026

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