Mike Kurz
OverShare Advice and Planning, LLC · Frisco, Texas
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.
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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 | $2.6M across 10 accounts |
| Credentials | CAIA · CFP · CIMA · CPWA |
| SEC registration | Investment adviser representative in TX · CRD 3097909 |
| Exams passed | Series 63 (1998) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Profile |
How Mike's firm compares
- OverShare Advice and Planning, LLC's average account is about $262,000, from its Form ADV (assets managed divided by 10 accounts).
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Questions about Mike
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Frisco
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- 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.
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