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Advisors / Pennsylvania / Horsham
28yrs

Michael Sharp

Financial advisor at Sharp Financial

Michael Sharp has worked in the financial industry for 28 years and is a fiduciary financial advisor based in Horsham, Pennsylvania. After 18 years at Avantax Advisory Services, Michael joined Sharp Financial in 2017, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.

One of 109 advisors with offices in Horsham, and one of 89 fiduciaries.

Horsham, PA 19044Top 19% by experience nationwideFiduciary advisor
Call the officeDirections

At a glance

Experience28 years (since 1998)
How that compares ?Top 19% by experience nationwide
Office100 Tournament Drive Suite 310, Horsham, PA 19044
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$2.56 million
Advisors at the firm6
States licensed ?2 states

Services through Sharp Financial

Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2017 – now
    Sharp FinancialCurrent firm
  2. 2000 – 2017
    Avantax Advisory ServicesPreviously

Questions to ask Michael

Tailored to Michael’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Michael

How do I contact Michael?

Call Sharp Financial at (215) 659-2130 and ask for Michael Sharp. Michael works from the Horsham, PA office.

How long has Michael been a financial advisor?

Michael has been in the industry since 1998, about 28 years. Top 19% by experience nationwide.

What licenses does Michael hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Michael a fiduciary?

Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Michael paid?

Sharp Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Michael for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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