# Shireen Sharma

> Shireen Sharma is a fee-only financial advisor at Intirety in Bellevue, Washington. Shireen charges a flat fee or retainer and a percentage of assets and focuses on tax planning.

Page: https://find.wellspent.co/advisors/shireen-sharma/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Intirety
- **Based in:** Bellevue, Washington
- **Fee model:** Flat fee or retainer; Percentage of assets
- **Assets under management (firm):** $100M across 1,120 accounts
- **Specialties:** Tax planning
- **CRD:** 6593362 (https://adviserinfo.sec.gov/individual/summary/6593362)
- **SEC registration:** Investment adviser representative in WA
- **Exams passed:** Series 63 (2015), Series 66 (2018)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://www.opalws.com/

## Frequently asked questions

### Is Shireen Sharma a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Shireen holds no broker registration, and Intirety reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Shireen charge for financial advice?

Shireen charges a flat fee or retainer and a percentage of assets.

### Where is Shireen Sharma based?

Shireen Sharma is based in Bellevue, Washington.

### What does Shireen specialize in?

Shireen's specialties include tax planning.

### Is Shireen Sharma registered with the SEC?

Yes. Shireen Sharma is registered as an investment adviser representative in WA (CRD 6593362), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Intirety manage?

Intirety reports $100M across 1,120 accounts in assets under management.

### How do I contact Shireen Sharma?

Through Shireen's website, www.opalws.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6593362): 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
- The firm's website (https://www.intirety.com/): specialties, clients served, and fees, checked October 30, 2026

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